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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-01-28 |
Branch Locations
425 Market Street Suite 1800, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Francisco | CA | 06/2010 | Present |
| New York Life Insurance Company | San Francisco | CA | 01/2010 | Present |
| Eagle Strategies Llc | San Francisco | CA | 01/2011 | Present |
INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC [NAIFA SF Peninsula; NAIFA, National Association of Insurance and Financial Advisors, Treasurer. Networking for financial professionals education for professiknals; PO Box 948, Clayton, CA, 94517; Start Date 06/2017; Role/Title: Board Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-03 |
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