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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
425 Market Street Suite 1800, San Francisco, CA 94105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | San Mateo | CA | 09/2022 | Present |
| Coldwell Banker Realty | San Francisco | CA | 06/2015 | 12/2022 |
| Nylife Securities Llc | San Mateo | CA | 01/2024 | Present |
| Eagle Strategies Llc | San Francisco | CA | 04/2026 | Present |
[National African American Insurance Association (NAAIA); chapter president; San Francisco Bay Area Chapter; This is an insurance industry trade organization; 501(c)(3) public charity, mainly used to fund scholarships for high-school and college students; P.O. Box 191326, San Francisco, CA 94119; President; start 2020; 7 hours per month, 0 hours during securities trading hours; help design and deliver insurance-related programming; attend board meetings and conferences; educate youth about insurance careers; and network with other insurance professionals.] [InteleTravel; InteleTravel is a travel host agency with a network of independent home-based travel agents.; 1625 South Congress Ave., Suite 100 Delray Beach, FL 33445; Start Date 10/2025; Role/Title: Independent Contractor; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [E-Commerce / Reselling; Posting, selling, and shipping personal items and collectibles like handbags, basketball cards, and toys using online platforms like eBay and Facebook Marketplace.; Home - 1238 Pierce Street, San Francisco, CA 94115; Start Date 10/2025; Role/Title: Independent Contractor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; My primary focus will be to earn commissions by booking travel for others and myself. If someone wants to join InteleTravel, I will help them through PlanNet, but I will not be actively soliciting people for my "downline". I just want to keep the opportunity open for myself.] [PlanNet Marketing; PlanNet Marketing is an MLM that allows InteleTravel agents to bring in new travel agents and get paid override commissions when the new agents also book travel.; 260 Peachtree St. NW, Suite 2200, Atlanta, GA 30303; Start Date 10/2025; Role/Title: Independent Contractor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; My primary focus will be to earn commissions by booking travel for others and myself. If someone wants to join InteleTravel, I will help them through PlanNet, but I will not be actively soliciting people for my "downline."]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-12 |
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