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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-19 |
Branch Locations
2650 Industrial Parkway #200, Santa Maria, CA 93455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Santa Maria | CA | 07/2020 | Present |
| New York Life Insurance Company | Santa Maria | CA | 10/2019 | Present |
| Visionary | Santa Maria | CA | 07/2019 | 12/2019 |
| Unemployed | Santa Maria | CA | 05/2019 | 07/2019 |
| Harvest Church | Arroyo Grande | CA | 03/2019 | 04/2019 |
| Hillside Church | San Jose | CA | 08/2017 | 02/2019 |
| Bethany Church | Long Beach | CA | 01/2012 | 08/2017 |
| Eagle Strategies Llc | Santa Maria | CA | 08/2022 | Present |
| Fulcrum Wealth And Insurance Solutions, Llc | Santa Maria | CA | 06/2023 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2650 Industrial Parkway, Suite 200 Santa Maria CA 93455; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FULCRUM WEALTH 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; (OWNER); (SANTA MARIA, CA); START DATE: 06/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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