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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
801 N Brand Blvd 14Th Floor, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Glendale | CA | 06/2019 | Present |
| Nylife Securities Llc | Glendale | CA | 08/2019 | Present |
| Equinix | El Segundo | CA | 02/2014 | 07/2019 |
| Eagle Strategies Llc | Glendale | CA | 12/2023 | Present |
| Rmr Insurance Solutions & Wealth Strategies | Glendale | CA | 07/2024 | Present |
| Monarch Grove Wealth Strategies & Insurance Solutions Llc | Glendale | CA | 06/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 801 North Brand Blvd, Penthouse Suite, Glendale CA 91203; Start Date 07/2024; Role/Title: Owner; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RMR INSURANCE SOLUTIONS & WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (GLENDALE, CA); START DATE: 07/2024] [OPERATING UNDER THE DBA NAME OF MONARCH GROVE WEALTH STRATEGIES & 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); (GLENDALE, CA); START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
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