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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
951 Mariners Island Blvd Suite 600, San Mateo, CA 94404 • United States
Bay Point, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uc Santa Cruz | Santa Cruz | CA | 09/2013 | 06/2017 |
| Fisher Investments | San Mateo | CA | 09/2017 | 07/2018 |
| First Republic Pwm | Palo Alto | CA | 08/2018 | 05/2019 |
| Nylife Securities Llc | San Francisco | CA | 09/2019 | Present |
| New York Life Insurance Co. | San Francisco | CA | 08/2019 | Present |
| Unemployed | Pleasanton | CA | 05/2019 | 08/2019 |
| Unemployed | Pleasanton | CA | 06/2017 | 09/2017 |
| Eagle Strategies Llc | San Francisco | CA | 09/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 39650 Liberty St, Suite 200 Fremont, CA 94538; Start Date 09/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
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