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212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-22 |
Branch Locations
9312 Rush St, South El Monte, CA 91733 • United States
212 9Th Street Suite 202, Oakland, CA 94607 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Glendale | CA | 03/2013 | 01/2019 |
| New York Life Insurance | Glendale | CA | 09/2012 | 02/2019 |
| Eagle Strategies Llc | Glendale | CA | 01/2015 | 02/2019 |
| Unigen Insurance Services, Inc | Monterey Park | CA | 09/2016 | Present |
| J Alden Associates, Inc. | Jenkintown | PA | 01/2019 | 12/2022 |
| Infinity Financial Services | Oakland | CA | 12/2022 | Present |
| Infinity Financial Advisory Services | Oakland | CA | 12/2022 | Present |
| Alden Capital | Alhambra | CA | 08/2019 | 12/2022 |
(1) OPERATING UNDER THE DBA NAME OF UNIGEN INSURANCE SERVICES, INC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MONTEREY PARK, CA; START DATE: 09/2016 (2) MYZ Financial & Insurance Services; Will be engaging in insurance products such as health insurance, life insurance and other group benefits.; 11223 Rush St, Suite G, South El Monte, CA 91733; Start Date 02/2018; Role/Title: Owner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours; Selling/brokering traditional, non-variable, non-registered insurance products via my FMO and MYZ Financial. Clients are made aware what capacity I will be working under (MYZ financial insurance agent and Owner). Insurance sales include life, health, and property and casualty (3) Forte Tools Inc located at 11223 Rush St, Suite G, South El Monte, CA 91733, Not Investment Related. Start Date: 01/2022, Position CFO. Wholesale distribution of industrial products. Approximately 20 hours per month which will all be outside of trading hours. Duties: help review business operations and optimize workflows. Primarily computer work. Expected compensation: $23,000.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-16 |
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