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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-26 |
Branch Locations
2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Brea | CA | 06/2012 | Present |
| Nylife Securities Llc | Brea | CA | 11/2012 | Present |
| Coram Deo Insurance And Financial Services, Inc. | Brea | CA | 08/2021 | Present |
| Eagle Strategies Llc | Brea | CA | 04/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through Dickerson Insurance Services An Alera Group Company and KBP Financial & Insurance Marketing; 675 PLACENTIA AVE. #250; START DATE 07/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Korean American Special Education Center; Korean Amerrcan Special Education Center (KASEC) was established to support individuals with developmental disabilities.; 1661 N Raymond Ave. #109 Anaheim, CA 92801; Start Date 05/2021; Role/Title: Advisory board member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours;Provide informational resources when requested by the board] [OPERATING UNDER THE DBA NAME OF CORAM DEO INSURANCE AND FINANCIAL SERVICES, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BREA, CA; START DATE: 08/2021][Rental Property; I recently purchased a property for my primary residential purpose, and turned my existing property for rent. ; 50 Salton, Irvine, CA 92602; Start Date 08/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-12-18 |
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