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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 | 2024-11-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Dh Financial & Insurance Services | Upland | CA | 01/2022 | Present |
| Unemployed | Chino | CA | 10/2021 | 01/2022 |
| K2 Financial | San Dimas | CA | 09/2021 | 10/2021 |
| Unemployed | Chino | CA | 09/2020 | 08/2021 |
| Allstate Insurance | Diamond Bar | CA | 02/2018 | 08/2020 |
| Unemployed | Chino | CA | 04/2017 | 01/2018 |
| Shimano American Corp | Irvine | CA | 04/2007 | 03/2017 |
| Nylife Securities Llc | Upland | CA | 11/2023 | Present |
| Eagle Strategies Llc | Upland | CA | 11/2024 | Present |
[Morgan Square Home Owners Association; Home Owners Associate; Not Investment Related; 6325 Eucalyptus Ave, Chino CA 91710; Community updates, changes, contract reviews, HOA dues Management; Treasurer, Member on the Board of Directors; Start: 08/2018; 2 hours per month, 0 hours during securities trading hours; Attend & participate in meetings pertaining to my community. Make comments/votes on business rules regulations, and violations. Make decisions for community business. Enforce governing documents.] [OPERATING UNDER THE DBA NAME OF DH FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE;]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-03 |
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