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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| CA | RA | APPROVED | 2019-01-23 |
Branch Locations
Los Angeles, CA • United States
55 South Lake Avenue Suite 200, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Monrovia | CA | 06/2016 | 02/2017 |
| Foresters Financial Services | Monrovia | CA | 02/2017 | 10/2018 |
| New York Life Insurance Co | Pasadena | CA | 10/2018 | Present |
| Nylife Securities Llc | Glendale | CA | 10/2018 | Present |
| Eagle Strategies Llc | Glendale | CA | 01/2019 | Present |
| Monarch Grove Wealth Strategies & Insurance Solutions | Pasadena | CA | 02/2023 | Present |
APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 09/2018; 10 hours per month-10 during sec hours; 26930 Sugarite Canyon Dr Moreno Valley ca 92555] [OPERATING UNDER THE DBA NAME OF MONARCH GROVE WEALTH STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (PASADENA CA); START DATE: 02/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-22 |
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