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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
2633 Camino Ramon Suite 525, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ihss | Sacramento | CA | 07/2017 | Present |
| Kohl's | San Rafael | CA | 11/2013 | 10/2018 |
| Thrivent Investment Management Inc | Pleasanton | CA | 04/2022 | 12/2023 |
| Thrivent Financial | Appleton | WI | 04/2021 | 02/2022 |
| Thrivent Financial | Appleton | WI | 02/2022 | 04/2022 |
| New York Life Insurance Company | San Ramon | CA | 05/2024 | Present |
| Nylife Securities Llc | New York | NY | 09/2024 | Present |
| Eagle Strategies Llc | San Ramon | CA | 03/2025 | Present |
[IN-HOME SUPPORT SVCS (IHSS); home healthcare provider; not-investment related;; 20 hours per month, 0 hours during securities trading hours; START DATE: 07/01/2021; 3307 N Glenoaks Blvd, Burbank CA 91504, United States; Care giver, I am taking her to doctors and appointments and shopping and cleaning, laundry, cooking.] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 1584 164th #16 San Leandro CA, 94578; start 02/2022; commissions; 1 hour per month, 0 hours during securities trading hours; insurance related]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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