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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2019-06-10 |
Branch Locations
4365 Executive Drive Suite 800, San Diego, CA 92121 • United States
Carlsbad, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bellevue | WA | 04/2012 | Present |
| Nylife Securities Llc | Bellevue | WA | 06/2012 | Present |
| Eagle Strategies Llc | Bellevue | WA | 09/2017 | Present |
| Empower Financial Solutions | Bellevue | WA | 04/2020 | 03/2021 |
| Empower Wealth Strategies & Insurance Solutions | San Diego | CA | 03/2021 | Present |
[Professional Belly Dancer; professional belly dancer- perform at venues, private parties and charities; varies; Start Date 01/2016; Role/Title: Employee; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 3408 NE 65th St, Seattle, WA 98115; Start Date 06/2015; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF EMPOWER WEALTH STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN DIEGO, CA; START DATE: 03/2021]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-06 |
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