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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-24 |
Branch Locations
951 Mariners Island Blvd Suite 600, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symantec (Norton) | Mountain View | CA | 04/2016 | 10/2019 |
| Google Contract (Infosys) | Mountain View | CA | 11/2019 | 02/2020 |
| Conga(Apttus) | Broomfield | CA | 03/2020 | 02/2022 |
| Crowdstrike | Sunnyvale | CA | 03/2022 | 06/2023 |
| Unemployed | San Ramon | CA | 07/2023 | 05/2024 |
| New York Life Insurance Company | San Mateo | CA | 05/2024 | Present |
| Nylife Securities Llc | San Mateo | CA | 09/2024 | Present |
| Eagle Strategies Llc | San Mateo | CA | 08/2026 | Present |
[Rental Properties; I own multiple rental properteis across CA, TX, GA and OK. all my properties are professionally managed by property management company. I own 100% ownership rights in these properties.; 13268 Harvest ridge Rd, Fort worth, TX, 808 Sleeping Bear Dunes, Pflugarville, TX, 5613 Corso Ct, Austin, 2122 Macaw Lane, Rocklin, CA, 2057 Mannington Place, Roseville, CA, 3317 Talkeetna RD, Dougsville, GA 30135, 13336 S. 21st Pl. Bixby OK, 74008 ; Start Date 11/2001; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-18 |
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