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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 | 2021-10-15 |
| CA | RA | APPROVED | 2018-03-28 |
Branch Locations
2400 E. Katella Ave, Suite 800 Suite 800, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Brea | CA | 09/2008 | Present |
| Nylife Securities Llc | Brea | CA | 10/2009 | Present |
| Eagle Strategies Llc | Brea | CA | 03/2018 | Present |
| Paving Roads Financial Strategies And Insurance Solutions Llc | Anaheim | CA | 01/2021 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 10/2012; 675 PLACENTIA AVE #250 BREA, CA 92821;THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 5-THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 2] [OPERATING UNDER THE DBA NAME OF PAVING ROADS FINANCIAL STRATEGIES AND INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ANAHEIM, CA; START DATE: 01/2021] [Paving Roads Financial Strategies and Insurance Solutions, LLC; Broker Insurance Services; 675 Placentia Ave. #250, Brea, CA 92821; Start Date 01/2022; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-07 |
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