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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
Los Angeles, CA • United States
2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | Brea | CA | 08/1993 | Present |
| Nylife Securities Inc. | Brea | CA | 09/1993 | Present |
| Eagle Strategies | Brea | CA | 10/2003 | Present |
[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 05/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Cryptocurrency investment; opening an account and investing in cryptocurrency; 5755 vista del Mar, Yorba Linda CA 92887; Start Date 03/2021; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-01 |
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