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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Los Angeles | CA | 03/2010 | Present |
| Nylife Securities Llc | Los Angeles | CA | 09/2012 | Present |
| Eagle Strategies Llc | Glendale | CA | 08/2023 | Present |
| Blue Cedar Financial And Insurance Solutions | Glendale | CA | 07/2024 | Present |
| Trinity Capital Insurance And Financial Solutions Llc | Glendale | CA | 03/2025 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 801 N. Brand Blvd. PH Suite, Glendale, CA 91203; Start Date 10/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (GLENDALE,CA); START DATE: 07/2024] [OPERATING UNDER THE DBA NAME OF TRINITY CAPITAL INSURANCE AND FINANCIAL SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (GLENDALE, CA); START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-09 |
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