Theodore Robert Young

Current Employers

Employment History

• 05/1989 → Present
  New York Life Insurance Company
  Sacramento, CA
• 01/1990 → Present
  Nylife Securities Llc
  Roseville, CA
• 09/2001 → Present
  Financial Strategies Of California
  Roseville, CA
• 02/2009 → 05/2021
  Perry-Young Associates Insurance Solutions
  Sacramento, CA
• 03/2018 → 08/2024
  Kaneski Associates Financial & Insurance Services
  Sacaramento, CA
• 05/2021 → Present
  Perry-Young Insurance Solutions
  Sacramento, CA
• 09/1997 → Present
  Eagle Strategies Llc
  Sacramento, CA

Other Businesses

[DBA FINANCIAL STRATEGIES OF CALIFORNIA PROVIDING EDUCATION BASED CLASSES ON RETIREMENT, INVESTMENT, AND ESTATE PLANNING CONCEPTS] [Office Building Ownership; start 7/2008 ; 1/3 ownership in agent office building with each 1/3 owner occupying space as well. No other rented and no rental income being received. 1216 18th Street, Sacramento, CA 95811] [1329 H STREET LLC; RENTAL PROPERTY;1329 H STREET, SACRAMENTO, CA 95814; SOLE MEMBER; NUMBER OF HOURS A MONTH: 1;NUMBER OF HOURS BETWEEN 9:30 EST AND 4:00 EST: -0-; INVESTMENT RELATED; 02/2012] [Sports Financial Advisors Association; Educational for members providing services to professional entertainers in the sports field; 10645 N Tatum Blvd SUITE 200-608, Phoenix AZ 85028; BOARD MEMBER; START DATE 01/2014; As a board member, i would be serving as a liaIson for conference speaker and member agenda development; 1 HOUR PER MONTH] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 11/2002; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PERRY-YOUNG INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SACRAMENTO, CA; START DATE: 05/2021] [Northwoods League; College Baseball summer league from June to August annually; 2900 4th street SW Rochester, MN 55902; Start Date 08/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; approving by-laws and establishing league rules]

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-07
• S63 Uniform Securities Agent State Law Examination
  1991-03-11