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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
Branch Locations
2998 Douglas Blvd Ste 330, Roseville, CA 95661 • United States
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Fresno | CA | 10/2015 | 08/2025 |
| Nylife Securities Llc. | Fresno | CA | 10/2015 | 08/2025 |
| Fresno City College | Fresno | CA | 01/2011 | 05/2020 |
| Eagle Strategies Llc | Fresno | CA | 04/2023 | 08/2025 |
| Principal Life Insurance Company | Fresno | CA | 08/2025 | Present |
| Principal Securities, Inc. | Fresno | CA | 08/2025 | Present |
NAIFA - FRESNO POSITION: Advocacy Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 2102 Business Center Dr, Irvine CA 92612, United States DESCRIPTION: I am on the board at the local Naifa Chapter (fresno). I only help out during our meetings that occur once every two months. I help the president with ideas to speak about to bring value to our meetings. All of the information is typically general to the industry. I occasionally speak on general industry topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-09 |
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