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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 | 2017-01-17 |
| CA | RA | APPROVED | 1998-07-22 |
Branch Locations
26501 Rancho Pkwy South Suite 102, Lake Forest, CA 92630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ny Life Ins. Co. | Painesville | OH | 08/1981 | Present |
| Nylife Securities Inc. | Santa Ana | CA | 11/1982 | Present |
| Burton Financial & Insurance Services | Laguna Hills | CA | 08/2006 | Present |
| Eagle Strategies Llc | Lake Forest | CA | 06/2002 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; VIA DBA BURTON FINANCIAL & INSURANCE SERVICES.][MNB Management LLC; Operating holding company for my NYL and Eagle business; 6181 Mourning Dove Lane, Avila Beach, CA 93424; Start Date 11/2025; Role/Title: Member; Investment Related; 80 hours per month; 80 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-31 |
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