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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-05-16 |
| TX | RA | APPROVED_RES | 2020-04-03 |
Branch Locations
3401 Mallory Lane Suite 400, Franklin, TN 37067 • United States
7311 Nolensville Road, Nolensville, TN 37135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Fresno | CA | 10/2009 | Present |
| Nylife Securities Llc | Fresno | CA | 10/2009 | Present |
| Eagle Strategies Llc | Fresno | CA | 10/2013 | Present |
| Falcon Financial And Insurance Solutions, Inc. | Fresno | CA | 07/2016 | Present |
[INSURANCE BROKERING; TO SOLICIT AND SELL NON NYL INSURANCE PRODUCTS FOR BUT NOT LIMITED TO LIFE, HEALTH, MEDICAL, DISABILITY, GROUP INSURANCE, FIXED ANNUITIES AND LONG TERM CARE INSURANCES.] [OPERATING UNDER THE DBA NAME OF FALCON FINANCIAL AND INSURANCE SOLUTIONS, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; associate; FRESNO, CA 93720; ] [BNI - Networking Group; A group of us meet on a regular basis and help each other grow our business through networking; 8110 Isabella lane, Brentwood, TN 37027; Start Date 06/2023; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 6 hours per month during securities trading hours; take attendance at the weekly meetings and I prepare the schedule for our members to do presentations]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-01 |
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