Best Investors Account Sign in
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-08-14
  • CA RA
    APPROVED
    Since 2019-08-14

Branch Locations

801 N Brand Blvd 14Th Floor, Glendale, CA 91203 • United States

La Crescenta, CA • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Glendale CA 11/2013 Present
New York Life Insurance Glendale CA 06/2013 Present
Capital Edge Insurance & Financial Services, Inc. Glendale CA 10/2018 08/2019
Eagle Strategies Llc 801 N Brand Blvd, 14Th Floor CA 08/2019 Present
Blue Cedar Financial And Insurance Solutions Glendale CA 09/2023 Present
  • 11/2013 → Present
    Nylife Securities Llc
    Glendale, CA
  • 06/2013 → Present
    New York Life Insurance
    Glendale, CA
  • 10/2018 → 08/2019
    Capital Edge Insurance & Financial Services, Inc.
    Glendale, CA
  • 08/2019 → Present
    801 N Brand Blvd, 14Th Floor, CA
  • 09/2023 → Present
    Blue Cedar Financial And Insurance Solutions
    Glendale, CA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 31200 Via Colinas #101, Westlake Village, CA 91362; Start Date 01/2018; Role/Title: Independent Contractor; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products.; 801 N Brand Blvd. Penthouse Glendale, CA 91203; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 80 hours per month; 80 hours per month during securities trading hours; I would like to offer property and casualty in line with my life and health license. My target is to get into business using the P&C and holistically help with LIfe and benefits.] [Cynthia and Arin Moradian Revocable Living Trust; Renting out my condo as I purchased a Home ; 3481 Stancrest Drive Unit 135 Glendale, CA 91208; Start Date 02/2023; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Collecting rent] [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: 09/2023]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-30
S63 Uniform Securities Agent State Law Examination 2014-01-27
  • S65 Uniform Investment Adviser Law Examination
    2019-07-30
  • S63 Uniform Securities Agent State Law Examination
    2014-01-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Glendale, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor