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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-23 |
Branch Locations
801 N Brand Blvd 14Th Floor, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glendale | CA | 10/2016 | Present |
| New York Life Insurance Co | Glendale | CA | 03/2016 | Present |
| Eagle Strategies Llc | Glendale | CA | 06/2021 | Present |
| Blue Cedar Financial And Insurance Solutions | Glendale | CA | 06/2025 | Present |
| High Rise Financial & Insurance Solutions | Glendale | CA | 11/2025 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through GA non DBA New Generation Insurance; 28073 Smyth Drive, Valencia, CA 91355; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 7 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (GLENDALE, CA); START DATE: 06/2025] [Word & Brown; They are a general agency that helps broker out various group health insurance plans for business owners. They do not do any other lines of insurance.; 801 N Brand Blvd # 900, Glendale, CA 91203; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 3 hours per month during securities trading hours; [Word & Brown; They are a general agency that helps broker out various group health insurance plans for business owners. They do not do any other lines of insurance.; 801 N Brand Blvd # 900, Glendale, CA 91203; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 3 hours per month during securities trading hours][TEAM Referral Network - Sherman Oak's Business Builders; This is a referral based exclusive group (similar to BNI);president; Start Date 10/2024; Role/Title: President; Not Investment Related; 7 hours per month; 7 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HIGH RISE FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (GLENDALE, CA); START DATE: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-09 |
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