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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Woodland Hills | CA | 01/2016 | 07/2021 |
| New York Life Insurance Company | Woodland Hills | CA | 07/2015 | 07/2021 |
| Farmers New World Life | Woodland Hills | CA | 08/2021 | 08/2026 |
| New York Life | Woodland Hills | CA | 10/2018 | 07/2021 |
| New York Life | Woodland Hills | CA | 04/2016 | 09/2018 |
| Farmers Financial Solutions | Modesto | CA | 06/2022 | Present |
| Farmers Insurance | Modesto | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-24 |
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