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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-04 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Bellevue | WA | 08/2012 | Present |
| Nylife Securities Llc | Bellevue | WA | 08/2012 | Present |
| Eagl;E Strategies Llc | Bellevue | WA | 05/2023 | Present |
[Rental Property; Residential rental property; 3913 Ingleside Dr SE, Lacey, WA 98503; Start Date: 05/2012; Role/Title: Owner; Investment related; 2 hours per month; 2 hours per month during securities trading hours] [Renton Chambers of Commerce; A local city Chamber of Commerce, promoting the local business and local business networks. ; 625 S 4th St, Renton, WA 98057; Start Date 04/2017; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 2 hours per month during securities trading hours; chamber's ambassadors, and my role is to promote membership and network in the community by visiting local business owners and active people] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 10885 4th St Ste 1400, Bellevue, WA 98004; Start Date 01/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [East-West Financial Services - WA; to pay employees as a recently hired employee requests a W-2 position; 10885 NE 4th St Ste 1400, Bellevue, WA 98003; Start Date 06/2024; Role/Title: Owner; Investment Related; 160 hours per month; 80 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-15 |
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