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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-10 |
Branch Locations
1250 Corona Pointe Ct. Suite 202, Corona, CA 92879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Mcallen | TX | 10/2008 | 09/2016 |
| Nylife Securities Llc | Mcallen | TX | 08/2009 | 09/2016 |
| New York Life Insurance Co | Riverside | CA | 10/2016 | Present |
| Nylife Securities Llc | Riverside | CA | 10/2016 | Present |
| Eagle Strategies Llc | Riverside | CA | 04/2018 | Present |
[La Sierra Council Greater Riverside Chambers of Commerce; Board Member. Participate in community events, give input on how to help the Chamber to help other businesses in the area.; 3985 University Ave, Riverside, CA; Start Date 03/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; helping the Chamber to coordinate events and promote the Chamber in the community][Greater Riverside Chambers of Commerce; The commerce is an association or network of businesspeople designed to promote and protect the interests of its members.; 3985 University Ave, Riverside, CA 92501; Start Date 04/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; executive board member-guide the organization's strategic direction, ensuring governance and oversight, and advocating for local businesses][Riverside Community Hospital Board of Trustee ; The Corporation establishes the Board as an overseer and advisor on matters including, but not limited to, policy development, performance improvement, and organizational management and planning.; 4445 Magnolia Ave, Riverside, CA 92501; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 1.5 hours per month; 1 hours per month during securities trading hours; Provide advice on matters including, but not limited to, policy development, performance improvement, and organizational management and planning][Riverside Community Hospital Board of Trustee ; The Corporation establishes the Board as an overseer and advisor on matters including, but not limited to, policy development, performance improvement, and organizational management and planning.; 4445 Magnolia Ave, Riverside, CA 92501; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 1.5 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-03 |
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