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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 | 2018-10-01 |
| CA | RA | APPROVED | 1995-07-18 |
Branch Locations
1447 Ford Street Suite 105, Redlands, CA 92374 • United States
2 disclosure categories 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 Insurance Co. | San Bernardino | CA | 08/1976 | Present |
| Nylife Securities Inc. | San Bernardino | CA | 07/1978 | Present |
| Fox Financial And Insurance Services | San Bernardino | CA | 07/2009 | Present |
I AM AN INVESTMENT ADVISER REPRESENTATIVE WITH EAGLE STRATEGIES CORP. APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. FOX FINANCIAL AND INSURANCE SERVICES, 451 EAST VANDERBILT WAY, SUITE 400, SAN BERNARDINO, CA 92408 STATE OF CALIFORNIA. DBA WILL BE USED FOR NON REGISTERED INSURANCE PRODUCTS NOT OFFERED BY NEW YORK LIFE AND ALSO, WILL OFFER PRODUCTS OFFERED BY NYL (IE LIFE, HEALTH, FIXED ANNUITIES, DISABILITY. POSITION: FINANCIAL ADVISOR DBA/FOX FINANCIAL AND INSURANCE SERVICES NO REGISTERED INSURANCE PRODUCTS NOT OFFERED BY NEW YORK LIFE. BROKERING THE SALE OF NON-REGISTERED INSURANCE PRODUCTS NOT OFFERED BY NEW YORK LIFE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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