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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2022-01-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 11/2012 | Present |
| Nylife Securities Llc | Roseville | CA | 12/2012 | Present |
| Eagle Strategies Llc | Yuba City | CA | 10/2017 | Present |
| Aligned Insurance And Financial Solutions | Yuba City | CA | 07/2022 | Present |
[Rental Property; Renting 4 real estate properties; 718 bridge st Suite a, Yuba city, CA 95991; Start Date 04/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;440 N Palora Suite G, Yuba City, CA 95991; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 6 hours per month during securities trading hours] [Estate Planning Professionals Yuba Sutter; Provide a forum where members may exchange views and become better acquainted with each other and their work;Encourage better understanding and cooperation among professionals who participate in all of the various phases of estate planning;; 1215 Plumas St # 1800, Yuba City, CA 95991; Start Date 01/2017; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Property and Casualty Sales; broker home and auto insurance;; 440 N Palora Suite G, Yuba City, CA 95991; Start Date 04/2021; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Loan - Installment Note; private loan; 440 N Palora, Suite G, Yuba City, CA 95991; Start Date 03/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [OPERATING UNDER THE DBA NAME OF ALIGNED INSURANCE AND FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; YUBA CITY, CA; START DATE: 07/2022]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-02 |
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