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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-29 |
| NJ | RA | APPROVED | 2026-02-24 |
| MD | RA | APPROVED | 2025-10-10 |
| OR | RA | APPROVED | 2025-05-15 |
| IL | RA | APPROVED | 2025-04-18 |
| UT | RA | APPROVED | 2025-03-05 |
| VA | RA | APPROVED | 2025-02-28 |
| AL | RA | APPROVED | 2025-02-14 |
| AZ | RA | APPROVED | 2024-12-17 |
| WA | RA | APPROVED | 2024-10-24 |
| IN | RA | APPROVED | 2024-10-15 |
| CA | RA | APPROVED | 2024-10-14 |
| NV | RA | APPROVED | 2024-10-14 |
| TX | RA | APPROVED | 2024-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Los Angeles | CA | 08/2011 | 10/2024 |
| New York Life Ins. Co. | Los Angeles | CA | 07/2010 | 10/2024 |
| Jimenez Financial Strategies And Insurance Solutions | Downey | CA | 02/2018 | 02/2020 |
| Arbor Wealth Strategies & Insurance Solutions, Inc. | Downey | CA | 02/2020 | 10/2024 |
| Eagle Strategies Llc | Downey | CA | 05/2021 | 10/2024 |
| Guardian Life Insurance Company | San Diego | CA | 10/2024 | 11/2024 |
| Park Avenue Securities | San Diego | CA | 10/2024 | 11/2024 |
| Guardian Life Insurance Company | Downey | CA | 10/2024 | Present |
| Park Avenue Securities | Downey | CA | 10/2024 | Present |
1) Arbor Wealth Strategies and Insurance Solutions Inc. Start date: 01/01/2020, Address: 11027 Downey Ave, Downey, CA 90240, 160 total hours per month; 160 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Rental Property Azusa California-owner, Start date: 10/10/2020, Address: 206 N Dalton Ave Azusa CA, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 3) Insurance other than Guardian, Start date: 10/16/2015, Address: 11027 Downey ave. Downey CA 9024, 3 total hours per month; 3 during securities trading hours, Investment related, Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-19 |
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