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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-21 |
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
2999 Douglas Blvd Suite 350, Roseville, CA 95661 • United States
Grass Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Roseville | CA | 07/2012 | Present |
| Nylife Securities Llc | Roseville | CA | 01/2015 | Present |
| Capital Edge Insurance & Financial Services | Roseville | CA | 04/2016 | Present |
| Eagle Strategies Llc | Roseville | CA | 03/2025 | Present |
[RENTAL PROPERTY; OWNER; INVESTMENT RELATED; START DATE 07/2011; 1 HOUER PER MONTH-No hours during securities hours; 1599 MOONSHADOW WAY LINCOLN CA 95648; manage the property-collect the rent] [OPERATING UNDER THE DBA NAME OF CAPITAL EDGE INSURANCE & FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; ROSEVILLE, CA; START DATE: 04/2016] [Insurance Brokering; Life insurance and retirement planning; 2999 Douglas Blvd Suite 350 Roseville CA 95661; Start Date 10/2016; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NYLARC Holding Company, Inc; NYLARC; 2999 douglas blvd suite 350 roseville ca 95661; Start Date 09/2019; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Cole County Estates HOA; Treasurer of our community HOA for our road maintenance in my community ; 24263 restive way Grass valley ca 95949; Start Date 01/2026; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; ensure everyone pays their annual dues]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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