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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-18 |
| CA | RA | APPROVED | 2006-05-20 |
Branch Locations
2650 Industrial Parkway #200, Santa Maria, CA 93455 • 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 |
|---|---|---|---|---|
| New York Life Ins. | Oxnard | CA | 08/1998 | Present |
| Nylife Securities Inc. | Oxnard | CA | 09/1998 | Present |
| Central Coast Visionary Insurance & Financial Services Llc. | Santa Maria | CA | 03/2010 | Present |
| Eagle Strategies, Llc | Westlake Village | CA | 07/2016 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; DBA CENTRAL COAST VISIONARY INSURANCE & FINANCIAL SERVICES LLC; START DATE 03/2010] [RENTAL PROPERTIES; START DATE: 12/2004; ROLE/TITLE: OWNER; INVESTMENT RELATED; 5 HOURS/WEEK] [SANTA MARIA FAIRWAY PINES HOME OWNERS ASSOCIATION; 2640 INDUSTRIAL PARKWAY #100, SANTA MARIA, CA 93455; BOARD MEMBER; NO COMPENSATION] [NYLARC Holding Company Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave. New York, NY 10010; Start Date 01/2011; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
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