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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-28 |
Branch Locations
2455 Bennett Valley Road Suite B200, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Santa Rosa | CA | 12/2019 | Present |
| Nylife Securities, Llc | Santa Rosa | CA | 10/2020 | Present |
| Santa Rosa Junior College | Santa Rosa | CA | 08/2016 | 07/2018 |
| Sonoma State University | Rohnert Park | CA | 08/2018 | 05/2020 |
| Salmon-Felte Insurance And Financial Services | Santa Rosa | CA | 03/2021 | 08/2025 |
| Eagle Strategies Llc | Santa Rosa | CA | 02/2022 | Present |
| Three Groves Insurance And Financial Services, Llc | Santa Rosa | CA | 07/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2455 Bennett Valley Rd, Suite B200 Santa Rosa CA 95403; Start Date 05/2024; Role/Title: Agent; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Meet with clients to find the ideal solution that suits their needs regarding life insurance, annuities, health insurance, and long term care insurance.] [OPERATING UNDER THE DBA NAME OF Three Groves Insurance and Financial Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; SANTA ROSA, CA; START DATE: 07/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-29 |
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