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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
605 South Auburn Street Suite J, Grass Valley, CA 95945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 07/2010 | Present |
| Nylife Securitites Llc | Roseville | CA | 04/2012 | Present |
| Eagle Strategies Llc | Grass Valley | CA | 07/2025 | Present |
| Kyle R. Smith Financial And Insurance Services | Grass Valley | CA | 12/2025 | Present |
[NEVADA COUNTY SOUTH ROTARY; COMMUNITY SERVICE ORGANIZATION; 11897 TAMMY WY GRASS VALLEY, CA; START DATE 01/2013; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 6 HOURS PER MONTH; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS] [Native Sons ; Trustee. I put together an annual budget for our local chapter of Native sons and I report monthly on the income received from their investment account that is held at Merrill Lynch.; 301 Commercial st. Auburn CA 95603; Start Date 01/2023; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KYLE R. SMITH FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (OWNER); (GRASS VALLEY, CA); START DATE: 12/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-28 |
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