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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Fullerton | CA | 06/1980 | Present |
| Nylife Securities Inc. | Fullerton | CA | 12/1982 | Present |
| Eagle Strategies Llc | Brea | CA | 05/2023 | Present |
[RELATIONSHIP RESEARCH FOUNDATION; BOARD MEMBER; NON INVESTMENT RELATED; 1700 MIRAMAR DRIVE, FULLERTON, CA 92831; START DATE 11/2013; 2 HOURS PER MONTH; RELATIONSHIP EDUCATION SKILLS][The Third Option; The Third Option provides informational classes to improve communication/relationship skills.; 2904 N. Brea Blvd. #120, Fullerton, CA 92835; Start Date 02/2024; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 5 hours per month during securities trading hours; oversee the program, manage a dozen volunteers and contract employees, teach the topics, and deposit donations which is used to pay for printing, contract individuals, and marketing services to attract new participants][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 20531 Via el Tajo, Yorba Linda, CA 92887; Start Date 12/2025; Role/Title: Insurance Broker; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
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