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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Sacramento | CA | 11/1975 | Present |
| Nylife Securities Inc. | Roseville | CA | 03/1983 | Present |
| Eagle Strategies Llc | Davis | CA | 06/2026 | Present |
[INSURANCE BROKERING; I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS INSURANCE BROKER; INVESTMENT RELATED; START DATE 9/2002] [MARRONE ORGANIC INNOVATIONS; 215 MADSON PLACE, DAVIS, CA 95616; PASSIVE INVESTOR; TIME DEVOTED TO THIS ACTIVITY: -0-; START DATE 12/2006] [PONDEROSA RENTAL PROPERTY; 6.7%; 429 F STREET, SUITE 9, DAVIS CA 95616; START DATE 03/2007; ROLE/TITLE: OWNER; INVESTMENT RELATED; 1 HOURS PER MONTH; 0.5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [PONDEROSA OWNER'S ASSOCIATION; OFFICE CONDOMINIUM OWNER'S ASSOCIATION; 429 F STREET, DAVIS CA 95616; START DATE 01/2015; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Kiwanis Club of Davis; service club- raise money and provide it where it is needed like Kiwanis Family House, Meals on Wheels, Davis Meals, etc and provide bodies when a service project is taken on like a crab feed, displaying flags in the downtown, golf tournament, etc.; P O Box 2122, Davis CA 95616.; Start Date 11/2020; Role/Title: Officer; Not Investment Related; 12 hours per month; 4 hours per month during securities trading hours; run the lunch meetings held every other week and participate in the board meetings where we decide what we'll be doing and how we'll do it.]
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