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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-26 |
Branch Locations
2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Alliance, Inc. | Orange | CA | 10/2010 | 09/2017 |
| Voya Financial Advisors, Inc. | Orange | CA | 08/2016 | 09/2017 |
| Nylife Securities Llc | Brea | CA | 10/2017 | Present |
| New York Life Insurance Company | Brea | CA | 09/2017 | Present |
| Eagle Strategies Llc | Irvine | CA | 11/2017 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 300 Regal Apt.432 Irvine CA 92620; Start Date: 01/2017; Role/Title: Insurance Broker; Investment related; 40 hours per month; 40 hours per month during securities trading hours] [Our Lady of Peace Korean Catholic Center Finance Committee; Finance Committee. Help the local Catholic church build a new building and review the cash-flow; 14010 Remington Irvine, CA 92620; Start Date 04/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-29 |
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