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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-23
CA RA APPROVED 2013-11-19
  • TX RA
    APPROVED_RES
    Since 2021-08-23
  • CA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2005 → Present
    New York Life Insurance
    Brea, CA
  • 08/2005 → Present
    Nylife Securities Inc.
    New York, NY
  • 08/2014 → 06/2023
    Yehya Financial & Insurance Services
    Brea, CA
  • 04/2014 → Present
    Eagles Strategies Llc
    Yorba Linda, CA
  • 06/2023 → Present
    Blue Cedar Financial And Insurance Solutions
    Brea, CA
  • 07/2024 → Present
    Dh Financial And Insurance Services
    Upland, CA
  • 10/2024 → Present
    Policychex Insurance Agency
    Anaheim, CA
  • 01/2026 → Present
    Benefitchex Insurance Agency
    Anaheim, CA
Other Businesses

[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]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-01
S63 Uniform Securities Agent State Law Examination 2006-04-03
  • S66 Uniform Combined State Law Examination
    2013-11-01
  • S63 Uniform Securities Agent State Law Examination
    2006-04-03

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