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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-23 |
| CA | RA | APPROVED | 2013-11-19 |
Branch Locations
2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • United States
414 North 2Nd Avenue, Upland, CA 91786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Brea | CA | 08/2005 | Present |
| Nylife Securities Inc. | New York | NY | 08/2005 | Present |
| Yehya Financial & Insurance Services | Brea | CA | 08/2014 | 06/2023 |
| Eagles Strategies Llc | Yorba Linda | CA | 04/2014 | Present |
| Blue Cedar Financial And Insurance Solutions | Brea | CA | 06/2023 | Present |
| Dh Financial And Insurance Services | Upland | CA | 07/2024 | Present |
| Policychex Insurance Agency | Anaheim | CA | 10/2024 | Present |
| Benefitchex Insurance Agency | Anaheim | CA | 01/2026 | Present |
[RENTAL PROPERTY; 1012 NORTH BRADFORD AVENUE, PLACENTIA, CA 92870; ROLE/ TITLE: OWNER; INVESTMENT RELATED; START DATE 12/2008] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 675 PLACENTIA AVE, SUITE 250, BREA, CA 92821; START DATE 07/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 80 HOURS PER MONTH; 50 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; OWNER; ADDRESS: BREA, CA; START DATE: 06/2023] [Cerritos College Foundation; I serve as a co-chair of the college foundation. we meet 6 times a year where we review the budgets and approve scholarships; 11110 Alondra Blvd, Norwalk, CA 90650; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [P&C Brokering; Appointed as a producer to sell and broker P&C business; 675 Placentia Ave #250, Brea, CA 92821; Start Date 01/2015; Role/Title: Owner; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [CSU Fullerton Center for Leadership; I serve on the board of directors. We meet 6 times year to discuss fundraising and scholarship decisions.; 800 N. State College Blvd. Fullerton CA.; Start Date 04/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Board member. Attend meetings to plan fundraising and scholarships] [OPERATING UNDER THE DBA NAME OF DH Financial and Insurance Services FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; UPLAND CA; START DATE: 07/2024] [OPERATING UNDER THE DBA NAME OF POLICYCHEX INSURANCE AGENCY FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ANAHEIM, CA); START DATE: 10/2024] [OPERATING UNDER THE DBA NAME OF BENEFITCHEX INSURANCE AGENCY FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ANAHEIM, CA); START DATE: 01/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-03 |
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