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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-15 |
Branch Locations
2155 E Garvey Ave N Suite B5, West Covina, CA 91791 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pasadena | CA | 05/2011 | Present |
| New York Life Insurance Company | Pasadena | CA | 11/2010 | Present |
| Eagle Strategies Llc | Glendale | CA | 03/2021 | Present |
| Elevate Legacies Wealth & Insurance Solutions | West Covina | CA | 08/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;801 N Brand Blvd, PH Glendale CA 91203; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Elevate Legacies Wealth & Insurance Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WEST COVINA CA; START DATE: 08/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-20 |
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