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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-22 |
Branch Locations
3530 Wilshire Blvd Suite 1600, Los Angeles, CA 90010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 12/2002 | Present |
| Eagle Strategies Llc | Knoxville | TN | 04/2011 | Present |
[Live Together, Grow Together; I am a speaker for leadership coaching. plan to provide my service thru non-profit organization over the weekend. it will be done all through zoom video.; 53 Matisse Ct. Pleasant Hill, CA 94523; Start Date 03/2021; Role/Title: Owner; Not Investment Related; 16 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-27 |
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