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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-24 |
Branch Locations
Bishop Ranch 3 2633 Camino Ramon Suite 525, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Rego Park | NY | 09/2012 | Present |
| Nylife Securities Llc | Rego Park | NY | 12/2014 | Present |
| Eagle Strategies Llc | San Jose | CA | 02/2020 | Present |
[RENTAL PROPERTY; OWNER OF SOLE PROPRIETORSHIP; INVESTMENT RELATED; collect RENTAL INCOME; START DATE 9/2012] [100 Black Men of Silicon Valley; A non-profit organization focused on mentoring at risk youth; 1101 S Winchester Blvd, H-189 San Jose CA United States 95128; Start Date 06/2020; Role/Title: Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; mentor][Silver Creek Valley Country Club; Private Country Club; 5460 Country Club Road, San Jose CA 95138; Start Date 04/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; approve the minutes of each meeting and send them to other board members for review][Yolllo Ventures Holding Company LLC; Yolllo is a technology company specializing in solutions that verify and optimize digital marketing reach to ensure campaigns engage authentic potential consumers.; 150 Washington Avenue, Suite 201, Santa Fe, NM 87501; Start Date 09/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Boston College Board of Regents ; As an alum of Boston College I give feedback on academic and extracurricular programs the university is planning to implement in the future ; 140 Commonwealth Avenue, Chestnut Hill, MA 02467; Start Date 03/2026; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Momentum For Health; Nonprofit behavioral health organization providing mental health, substance use treatment, crisis intervention, residential care, and community wellness services for adults in Santa Clara County.; 1922 The Alameda San Jose, CA 95126; Start Date 08/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; volunteer board member, attending periodic meetings, supporting strategic planning, and community engagement. Responsibilities do not include day-to-day operations or client services]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-09 |
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