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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roseville | CA | 05/2013 | Present |
| Nylife Securities Llc | Roseville | CA | 03/2014 | Present |
| Eagle Strategies, Llc | Santa Rosa | CA | 10/2018 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 149 Stony Circle, Suite 200 Santa Rosa, ca 95401; Start Date 07/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 2 hours per month during securities trading hours] [Rental Property; We would like to rent out our existing residence home in Santa Rosa, CA ; 1630 clover drive SR CA 95401; Start Date 04/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours;oversee the listing of our residence listing and the securement of a residence in southern california for 4 months] [Rental Property - Granny Unit; Convert existing structure to a granny unit. plan to rent it out in the future; 1630 Clover Dr Santa rosa, ca 95401; Start Date 12/2023; Role/Title: Owner; Investment Related; 6 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-15 |
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