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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-26 |
Branch Locations
4365 Executive Drive Suite 800, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Diego | CA | 06/2013 | Present |
| New York Life Insurance Co | San Diego | CA | 07/2012 | Present |
| Eagle Strategies Llc | San Diego | CA | 09/2024 | Present |
[Insurance brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products.; 4365 exective dr san diego ca 92121; Start Date 02/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [SAF 14, LLC; Run Insurance activity outside NYLIFE through-also to take care of my employee expenses; 4365 EXECUTIVE DRIVE San Diego CA 92121; Start Date 07/2017; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][The Rotary Club of Torrey Pines Foundation; Service to others; 1616 Nautilus St LA Jolla CA 92035; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-28 |
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