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Account
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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-01 |
Branch Locations
733 Bishop Street Suite 2200, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Honolulu | HI | 08/2011 | Present |
| New York Life Insurance Company | Honolulu | HI | 11/2010 | Present |
| Plum & Azzy Shirts | Honolulu | HI | 10/2021 | Present |
| Blue Sapphire Wealth Group | Honolulu | HI | 09/2023 | Present |
| Eagle Strategies Llc | Honolulu | HI | 09/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products-also through GA American Mutual Group; 1357 Kapiolani Blvd Suite 1000 Honolulu, HI 96814; Start Date 04/2016; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [Plum & Azzy Shirts; Selling T-shirts; 1137 Wilder Avenue #802 Honolulu, HI 96822; Start Date 10/2021; Role/Title: Owner; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLUE SAPPHIRE WEALTH GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (HONOLULU, HI); START DATE: 09/2023]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-16 |
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