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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2021-02-05 |
Branch Locations
888 San Clemente Dr Suite 250, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Los Angeles | CA | 11/2008 | Present |
| New York Life Insurance Company | Los Angeles | CA | 07/2008 | Present |
| Eagle Strategies Llc | Glendale | CA | 08/2015 | Present |
| Monarch Grove Wealth Strategies & Insurance Solutions | Los Angeles | CA | 03/2021 | Present |
| Ellis Insurance & Financial Group Llc | Baton Rouge | LA | 08/2021 | 05/2024 |
[INSURANCE BROKERING; FOR ANY NYL AND NON NYL INSURANCE AND SECURITIES.; 801 N BRAND BLVD PENTHOUSE LEVEL, GLENDALE CA 91203; START DATE 11/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Truth Actually LLC; Film Idea that was never made; Dormant company; Lexington Ave Hollywood CA; Start Date 04/2010; Role/Title: Volunteer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [5 Strong Entertainment LLC; Dormant Company; Shoots amatuer web based video content; Lexington Ave Hollywood CA; Start Date 04/2012; Role/Title: Volunteer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [ICIRUS LLC; Dormant Business; An online web series that was done as part of 5 Strong Ent. that lasted a few episodes.; Lexington Ave Hollywood CA; Start Date 04/2012; Role/Title: Volunteer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE MONARCH GROUP WEALTH STRATEGIES & INSURANCE SOLUTIONS LLC D/B/A MONARCH GROVE WEALTH STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LOS ANGELES, CA; START DATE: 03/2021]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-12 |
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