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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-29 |
Branch Locations
801 N Brand Blvd 14Th Floor, Glendale, CA 91203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loyola High School | Los Angeles | CA | 07/2016 | 06/2020 |
| Ucla | Los Angeles | CA | 09/2020 | 06/2024 |
| Project Gateway | Santa Ana | CA | 07/2019 | 07/2023 |
| Ucla Alumni Association | Los Angeles | CA | 08/2022 | 09/2024 |
| Ucla Office Of The Deans | Los Angeles | CA | 03/2023 | 09/2024 |
| Self Employed | Torrance | CA | 01/2024 | 11/2024 |
| New York Life Insurance Company | Glendale | CA | 12/2024 | Present |
| Nylife Securities Llc | Glendale | CA | 09/2025 | Present |
| Eagle Strategies Llc | Glendale | CA | 07/2026 | Present |
[The Mendoza Company, LLC; It holds real estate investment properties; 100 W. Imperial Ave, Suite R El Segundo, CA 90245; start 11/2025; 1 hour per month, 0 hours during securities trading hours; 33% owner; non-investment related][Celestria Health ; Celestria Health is a California non-profit, planning to provide health education and community wellness programs. I will serve as an officer on the board of Celestria Health. ; 2601 Main Street, Suite 280 Irvine 92614; Start Date 10/2025; Role/Title: Officer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Athena Pacific Ventures, LLC - Dormant; 100 W. Imperial Ave, Suite R, El Segundo, CA 90245; Start Date 03/2026; Role/Title: Officer; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-05 |
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