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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | San Jose | CA | 03/2013 | Present |
| Nylife Securities Llc | San Jose | CA | 11/2013 | Present |
| Golden Bay Insurance Inc. D/B/A Golden Bay Insurance Agency | San Francisco | CA | 10/2017 | 11/2020 |
| Eagle Strategies Llc | San Jose | CA | 02/2023 | Present |
[RENTAL PROPERTIES; I OWNED 2 RENTAL PROPERTIES; 121 ELMIRA ST, SAN FRANCISCO, CA 94124 AND 625 VISITACION ST, SAN FRANCISCO, CA 94134; START DATE 04/2005; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty sales; 360 Kiely Blvd#125, San Jose, CA 95129; Start Date 11/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 550 S. Winchester Blvd, San Jose, Ca 95128; Start Date 05/2023; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, New York , NY10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Hoa Pham LLC; Passive rental property; 12726 W Arden Pl, Butler, WI 53007; Start Date 02/2015; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][Itsy Bitsy Ville, Inc.; Preschool; 554 Blossom Hill Rd, San Jose, Ca 95123; Start Date 09/2026; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-24 |
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