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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-25 |
Branch Locations
5273 Sierra Springs Drive, Pollock Pines, CA 95726 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Roseville | CA | 05/2012 | 10/2017 |
| Bankers Life Securities Inc | Roseville | CA | 06/2016 | 10/2017 |
| Bankers Life And Casualty | Roseville | CA | 05/2012 | 10/2017 |
| Nylife Securities Llc | San Francisco | CA | 12/2017 | Present |
| New York Life Insurance Co. | San Francisco | CA | 11/2017 | Present |
| Eagle Strategies Llc | Pollock Pines | CA | 04/2023 | Present |
| Sierraedge Strategic Wealth And Insurance Solutions | Pollock Pines | CA | 01/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2512 Nordell Avenue, Castro valley, CA 94546; Commissions; 5 hours per month, 0 hours during securities trading hours; investment related] [OPERATING UNDER THE DBA NAME OF SIERRAEDGE STRATEGIC WEALTH 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); (POLLOCK PINES, CA); START DATE: 01/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-30 |
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