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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
2999 Douglas Blvd Ste 350, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Got Light | San Francisco | CA | 06/2006 | 03/2021 |
| New York Life Insurance Company | Stockton | CA | 03/2021 | Present |
| Nylife Securities Llc | Stockton | CA | 03/2022 | Present |
| Truvant Insurance And Financial Solutions | Roseville | CA | 04/2025 | Present |
| Eagle Strategies Llc | Roseville | CA | 11/2025 | Present |
[ Vallejo Generals Basketball; Basketball Organization; 850 Rosewood Ave, Vallejo, CA 94591; Start Date 04/2023; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Assist in coaching and training kids in basketball games ] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1339 Granada st Vallejo CA, 94591; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours][MILO Foundation; MILO Foundation mentors and empowers at-risk youth through leadership programs, faith-based support, and community events. We provide guidance, scholarships, and resources to help young men and women overcome adversity and build a strong future.; 1339 Granada st Vallejo CA, 94591; Start Date 02/2025; Role/Title: Volunteer; Not Investment Related; 16 hours per month; 0 hours per month during securities trading hours; oversee strategic planning, fundraising, and program development f] [OPERATING UNDER THE DBA NAME OF TRUVANT INSURANCE AND FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ROSEVILLE, CA); START DATE: 04/2025][Motivate Inspire Love & Overcome; Book writing and publishing of MILO. Authoring and publishing a faith-based motivational book, with occasional speaking engagements. Personal activity, outside NYL business hours, unrelated to insurance or securities.; 1339 Granada st, Vallejo CA, 94591; Start Date 09/2025; Role/Title: Author; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-14 |
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