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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 | 2023-06-21 |
| CA | RA | APPROVED | 2019-09-30 |
Branch Locations
55 South Lake Ave 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 | 07/2016 | 04/2017 |
| Foresters Financial Services | Monrovia | CA | 04/2017 | 09/2018 |
| New York Life Insurance Co | Glendale | CA | 09/2018 | Present |
| Nylife Securities Llc | Glendale | CA | 10/2018 | Present |
| Ealge Strategies Llc | Glendale | CA | 09/2019 | Present |
| Island Wealth Strategies And Insurance Solutions, Llc | Pasadena | CA | 04/2022 | Present |
| Monarch Grove Wealth Strategies And Insurance Solutions | Pasadena | CA | 02/2023 | Present |
[Rental Property; Single Unit Condo currently rented out.; 1434 Highland AVE Unit 8 Duarte, CA 91010; Start Date 08/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ISLAND WEALTH STRATEGIES AND INSURANCE SOLUTIONS, LLC 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: 04/2022] [American Marriage Ministries; Officiate Weddings for close friends and family at their request.; 304 Alaskan Way S Ste 102 Seattle, WA 98104; Start Date 09/2022; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MONARCH GROVE WEALTH STRATEGIES AND 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][APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 55 S Lake Ave Suite 200 Pasadena, CA 91010; Start Date 09/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours][UFS Operations, LLC; Business Entity for Operations and Payroll; 55 S Lake Ave Suite 200 Pasadena, CA 91101; Start Date 03/2026; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-29 |
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