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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
18 Technology Drive Suite 114, Irvine, CA 92618 • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Pasadena | CA | 05/2022 | 02/2025 |
| Nylife Securities Llc | Pasadena | CA | 11/2022 | 02/2025 |
| Eagle Strategies Llc | Pasadena | CA | 10/2023 | 02/2025 |
| Tend Financial And Insurance Solutions | Montrose | CA | 02/2024 | 02/2025 |
| Fortis Capital Advisors Llc | Prairie Village | KS | 02/2025 | Present |
| Holy Schmidt Coffee Llc | Irvine | CA | 01/2014 | Present |
1) Holy Schmidt Coffee Co., LLC; Not Investment Related, 18 Technology Drive Suite 114, Irvine, CA 92618; Coffee roasting; Role/Title: Owner; Start Date 01/2014; 2 hours per month; 0 hours per during securities trading hours; passive owner 2) Independent Insurance Agent; Investment Related, 18 Technology Drive Suite 114, Irvine, CA 92618; Appointed with outside carriers for the purpose of brokering non-registered products; Insurance Broker; Start Date 12/2024; 1 hours per month; 0 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-17 |
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