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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-15 |
Branch Locations
801 N. Brand Blvd 14Th Floor, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fresno Shields Medical Center | Fresno | CA | 06/2016 | 06/2017 |
| Cardiovascular Associates The Heart Group Medical Clinic Inc | Fresno | CA | 06/2017 | 07/2019 |
| Unemployed | Glendale | CA | 08/2019 | 02/2020 |
| Bank Of America | Glendale | CA | 03/2020 | 07/2021 |
| Unemployed | Glendale | CA | 08/2021 | 07/2022 |
| New York Life Insurance Company | Glendale | CA | 07/2022 | Present |
| Nylife Securities Llc | Glendale | CA | 03/2023 | Present |
| Eagle Strategies Llc | Glendale | CA | 11/2024 | Present |
| In-Home Supportive Services (Ihss) | Rosemead | CA | 01/2026 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 801 N Brand Blvd, Penthouse Glendale CA 91203; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours][In-Home Supportive Services (IHSS) ; Caregiver (for parents); PO Box 769, Rosemead, CA 91770; Start Date 02/2026; Role/Title: Employee; Not Investment Related; 35 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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