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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-07 |
| CA | RA | APPROVED | 2017-06-08 |
Branch Locations
16950 Via De Santa Fe Suite 110, Rancho Santa Fe, CA 92091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Diego | CA | 08/2014 | Present |
| New York Life Insurance Company | San Diego | CA | 05/2014 | Present |
| Eagle Strategies Llc | San Diego | CA | 06/2017 | Present |
| Izx Financial And Insurance Solutions | San Diego | CA | 06/2020 | Present |
[Insurance Brokering through Infinity Advisory Group and through The Producers Group; 16100 N 71ST St, Ste 120 Scottsdale, AZ 85254; Start Date 02/2017; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF IZX FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN DIEGO, CA; START DATE: 06/2020] [Isaacs Financial Group LLC; This LLC serves as an entity to capture commissions from brokering business and to pay business expenses for tax purposes; 4365 Executive Dr., 8th Floor, San Diego, CA 92121; Start Date 01/2024; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-28 |
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