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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-18 |
| CA | RA | APPROVED | 2000-06-29 |
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 11/1994 | Present |
| Nylife Securities Llc | Roseville | CA | 02/1995 | Present |
| Eagle Strategies Llc | Roseville | CA | 06/2000 | Present |
[APPOINTED TO VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 06/2000; 2999 Douglas Blvd. Suite 250 Roseville, CA 95661; 2 hours per month with none conducted during securities hours] [Children's Miracle Network - UC Davis Children's Hospital; board member; non investment related; start date 06/2011; 4900 Broadway Ste 1150 Sacramento CA 95820; 2-4 hours per month with 2-4 hours per month during securities hours; networking-event planning and coordination]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-22 |
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