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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 | 2026-08-05 |
| CA | RA | APPROVED | 2024-06-25 |
Branch Locations
2400 E Katella Avenue Suite 800, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Brea | CA | 08/2017 | Present |
| New York Life Insurance Company | Brea | CA | 08/2016 | Present |
| Lozano Financial Strategies And Insurance Solutions Llc | Brea | CA | 01/2023 | Present |
| Eagle Strategies Llc | Anaheim | CA | 06/2024 | Present |
| Blue Cedar Financial And Insurance Solutions | Anaheim | CA | 07/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 675 Placentia Ave Suite 250 Brea CA 92821; Start Date 11/2019; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LOZANO FINANCIAL STRATEGIES AND INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER/ASSOCIATE); (BREA CA); START DATE: 01/2023] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR 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; (ASSOCIATE); (ANAHEIM, CA); START DATE: 07/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-01 |
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