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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-22 |
Branch Locations
236 N Santa Cruz Ave Suite 240, Los Gatos, CA 95030-7262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Francisco | CA | 10/2014 | Present |
| Nylife Securities Llc | San Franciso | CA | 05/2017 | Present |
| Castelli Financial & Insurance Services | San Jose | CA | 03/2018 | Present |
| Eagle Strategies Llc | Los Gatos, | CA | 05/2024 | Present |
[OPERATING UNDER THE DBA NAME OF CASTELLI FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; SAN JOSE, CA; START DATE: 03/2018] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1101 S WINCHESTER BLVD A-107 SAN JOSE CA 95128; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-01 |
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