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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 | 2022-05-05 |
Branch Locations
801 N Brand Blvd Suite 1400, Glendale, CA 91203 • United States
Monrovia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pasadena | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Monrovia | CA | 11/2016 | 01/2017 |
| New York Life Insurance Co | Glendale | CA | 01/2017 | Present |
| Nylife Securities Llc | Glendale | CA | 02/2017 | Present |
| Eagle Strategies Llc | Glendale | CA | 03/2017 | Present |
| Atlas North Financial Strategies & Insurance Solutions, Llc | Glendale | CA | 04/2020 | 05/2023 |
| Blue Cedar Financial And Insurance Solutions | Glendale | CA | 08/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 801 N BRAND BLVD, PENTHOUSE SUITE, GLENDALE CA 91203; Start Date 11/2019; Role/Title: Partner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [SALL Baseball Coach; Assisting in the development and growth of young baseball players.; 601 N 2nd Avenue, Arcadia CA 91006; Start Date 01/2024; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [Santa Anita Little League Board ; Board Member. I am a Safety Officer for the Santa Anita Little League based in Arcadia, CA.; 601 N 2nd Avenue, Arcadia CA 91006; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (GLENDALE, CA); START DATE: 08/2023] [AYSO G8U Soccer; Fall 2024. Youth development and growth in the game of soccer.; PO Box 1144 Monrovia, California 91017; Start Date 08/2024; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-19 |
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