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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2006-03-10 |
Branch Locations
951 Mariners Island Blvd Suite 600, San Mateo, CA 94404 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company. | San Francisco | CA | 10/1994 | Present |
| Nylife Securities Llc | San Francisco | CA | 10/1994 | Present |
| Joanna Cui Financial & Insurance Services | Santa Clara | CA | 10/2012 | Present |
PROVIDE GROUP HEALTH INSURANCE FOR START-UP COMPANIES IN SILICON VALLEY, AND PROVIDE 30YT, 20YT LIFE INSURANCE FOR INDIVIDUALS THROUGH BISYS. [OPERATING UNDER THE DBA NAME OF JOANNA CUI FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ROLE/TITLE: OWNER; ADDRESS: 3333 BOWERS AVENUE, SUITE 130, SANTA CLARA, CA 95054; START DATE: 10/9/2012] INSURANCE BROKER - FIXED ANNUITIES, LIFE PRODUCTS, HEALTH INS, DISABILITY INS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-06 |
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