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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-12 |
Branch Locations
149 Stony Circle Suite 200, Santa Rosa, CA 95401 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | San Rafael | CA | 09/2016 | 05/2022 |
| Unemployed | San Rafael | CA | 06/2022 | 12/2022 |
| New York Life Insurance Company | Santa Rosa | CA | 01/2023 | Present |
| Nylife Securities Llc | Santa Rosa | CA | 06/2024 | Present |
| Eagle Strategies Llc | Santa Rosa | CA | 11/2024 | Present |
[Rental Property; Own a home that has an upstairs and a downstairs unit that we lease on an annual basis.; 8700 Bee Tree Road, San Miguel, CA 93451; start 06/2021; owner; 2 hours per month, 0 hours during securities trading hours; real estate related]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
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