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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2999 Douglas Blvd Suite 350, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Nylife Securities Inc. | Roseville | CA | 06/1998 | Present |
| New York Life Ins. | Roseville | CA | 07/1998 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; investment related; start date 09/2003; 2999 DOUGLAS BLVD STE 350 ROSEVILLE CA 95661; 6 hours per month with 6 hours conducted during securities hours][Orangevale-Fair Oaks Community Foundation; The Foundation was set up to manage several different community services in my area. ; PO Box 2963 Orangevale, CA 95662; Start Date 01/2026; Role/Title: Employee; Not Investment Related; 15 hours per month; 10 hours per month during securities trading hours; Responsible for finding and determining which of approximately 50 projects that will be completed by volunteers-overseeing 7 individuals who will divide up the total number of projects and they then work directly with a project lead to coordinate the project logistics]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-17 |
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