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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-16 |
Branch Locations
2999 Douglas Blvd Suite 350, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance | Sacramento | CA | 01/2021 | 03/2024 |
| Nationwide Insurance | Sacramento | CA | 03/2024 | 12/2024 |
| Farmers Insurance | Sacramento | CA | 12/2024 | 04/2026 |
| Nationwide Insurance | San Rafael | CA | 03/2016 | 01/2021 |
| Farmers Financial Solutions | Sacramento | CA | 02/2025 | 04/2026 |
| Nylife Securities Llc | Roseville | CA | 05/2026 | Present |
| New York Life Insurance Company | Roseville | CA | 04/2026 | Present |
| Eagle Strategies Llc | Roseville | CA | 06/2026 | Present |
[Generic Solutions LLC - dormant; Not investment related; 430 Lyman Cir, Sacramento, CA 65835; This is an LLC that my husband opened to potentially house a business. It does not currently house a business. I do not hold a position; started in 2025; 0 hours devoted to it. I do not have any duties.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-05 |
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