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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
22875 Savi Ranch Parkway Suite F, Yorba Linda, CA 92887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John A Rowland High School | Rowland Heights | CA | 09/2014 | 06/2018 |
| University Of California Berkeley | Berkeley | CA | 08/2018 | 05/2021 |
| Cal State San Bernardino | San Bernardino | CA | 08/2021 | 05/2023 |
| Yunexpress Usa | Vernon | CA | 10/2021 | 02/2023 |
| New York Life Insurance Company | San Dimas | CA | 02/2023 | Present |
| Nylife Securities Llc | San Dimas | CA | 09/2024 | Present |
| Eagle Strategies Llc | Yorba Linda | CA | 01/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 22875 Savi Ranch Pkwy, Suite F, Yorba Linda, CA, 92887; Start Date 03/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Handshake ; Freelance Data Labeler (annotating public financial datasets to train AI models). I am writing to formally disclose a part-time, independent contractor (1099) outside business activity.; 15931 aurora crest dr, whittier, ca, 90605; Start Date 07/2026; Role/Title: Independent Contractor; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-08 |
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