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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-11-09 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
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 |
|---|---|---|---|---|
| Thompson Seattle Hotel | Seattle | WA | 05/2016 | 09/2016 |
| New York Life Insurance Company | Bellevue | WA | 10/2016 | Present |
| Nylife Securities Llc | Bellevue | WA | 03/2017 | Present |
| Franco Financial Strategies | Bellevue | WA | 03/2020 | Present |
| Eagle Strategies Llc | Bellevue | WA | 11/2020 | Present |
[Filipino Community of Seattle board member; Attend on meetings, volunteer in outreach programs(senior feeding, onsulate on wheels,etc); 5740 MLK Jr Way S, Seattle, WA 98118; Start Date 09/2018; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; I am part of the organizing team for current and future outreach programs of the organization] [OPERATING UNDER THE DBA NAME OF FRANCO FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; BELLEVUE, WA; START DATE: 03/2020] [Filipino American Association of Certified Public Accountants; professional organization made up of: Individuals who have qualified as Certified Public Accountants in any state, territory or possession of the United States.; P.O. Box 2035, Seattle, WA 98111; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; overseeing the events, programs and activities of the organization] [Rental Property; renting rooms in my new home; 112 21st Ave, Unit B, Seattle WA 98122; Start Date 05/2024; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collecting rent, maintenance, utilities][Filipino Chamber of Commerce of Pacific Northwest; Professional Organization that consists of Filipino Businessowners, Entrepreneurs and Professionals in PNW. ; 14110 NE 21st Street Bellevue, WA 98007; Start Date 11/2024; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; guide the organization's mission, strategies, and activities.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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