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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Glendale | CA | 04/2015 | Present |
| Nylife Securities Llc. | Glendale | CA | 08/2015 | Present |
| Eagle Strategies Llc | Glendale | CA | 05/2018 | Present |
| Zephyr Financial Strategies & Insurance Solutions | Pasadena | CA | 08/2018 | 12/2023 |
| Chateau Financial Strategies & Insurance Solutions | St Helena | CA | 11/2023 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 801 N Brand Blvd, Penthouse, Glendale, CA 91203; Start Date 08/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours OPERATING UNDER THE DBA NAME OF CHATEAU FINANCIAL STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ST HELENA, CA); START DATE: 11/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
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