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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
Branch Locations
13265 Mssn Tierra Way, Granada Hills, CA 91344-1125 • 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 |
|---|---|---|---|---|
| New York Life Insurance Co. | Woodland Hills | CA | 02/1996 | Present |
| Nylife Securities Inc. | Woodland Hills | CA | 03/1996 | Present |
| Eagle Strategiess Llc | Granada | CA | 03/1999 | Present |
| Soni Financial & Insurance Solutions | Woodland Hills | CA | 11/2010 | Present |
I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [OPERATING UNDER THE DBA NAME OF SONI FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER ; 6320 CANOGA AVE SUITE 900 WOODLAND HILLS, CA 91367 ; START DATE: 11/2010]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
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