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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2020-03-05 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Select Capital Corporation | Sacramento | CA | 07/1996 | Present |
| New York Life | Roseville | CA | 09/2001 | Present |
| Pratt Financial & Insurance Services | Davis | CA | 02/2008 | Present |
| Eagle Strategies Llc | Davis | CA | 07/2009 | Present |
[APPOINTED TO VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS DBA PRATT FINANCIAL & INSURANCE SERVICES; START DATE 2/2008; INVESTMENT RELATED] [RENTAL; 410 DRESBACH WAY, DAVIS, CA 95618; OWNER; START DATE 4/2008; COLLECT RENT} [Asian Cultural Center Sacramento Valley; Finance Committee and Lifelong Learning Committee. Asian Cultural Center Sacramento Valley, provides services to seniors in the Sacramento Area; 7334 Park City Dr, Sacramento, CA 95831; Start Date 01/2025; Role/Title: Board Member; Investment Related; 4 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-20 |
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