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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-29 |
| CA | RA | APPROVED | 2021-06-28 |
Branch Locations
9280 W Stockton Blvd Suite 200, Elk Grove, CA 95758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Davis | CA | 10/2009 | 03/2018 |
| Wells Fargo Advisors Llc | Davis | CA | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Davis | CA | 11/2016 | 03/2018 |
| Edward Jones | St Louis | MO | 03/2018 | 12/2019 |
| Unemployed | Woodland | CA | 12/2019 | 01/2020 |
| New York Life Insurance Co | Stockton | CA | 01/2020 | Present |
| Nylife Securities Llc | Stockton | CA | 02/2020 | Present |
| Eagle Strategies Llc | Elk Grove | CA | 06/2021 | Present |
[A.V. Strategic Wealth Partners; Financial Services; 50 W. Elliot St. #47, Woodland, CA 95695; Start Date 09/2024; Role/Title: Owner; Investment Related; 15 hours per month; 5 hours per month during securities trading hours; run business expenses through entity][4444 Investors LLC; Passive equity Investment in a private multifamily real estate investment; 720 Olive Dr. Suite D1, Davis, CA 95616; Start Date 02/2026; Role/Title: Passive Investor; Investment Related; 5 hours per month; 2 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 50 W. Elliott St. #47 Woodland, CA 95695; Start Date 03/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-10 |
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