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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| CA | RA | APPROVED | 2022-09-01 |
Branch Locations
4365 Executive Drive Suite 800, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Diego | CA | 01/2018 | Present |
| New York Life Insurance Company | San Diego | CA | 05/2017 | Present |
| Unemployed | San Diego | CA | 11/2016 | 04/2017 |
| Promosome Llc | San Diego | CA | 01/2015 | 11/2016 |
| Eagle Strategies Llc | San Diego | CA | 09/2022 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 4365 Executive Dr., Ste. 800, San Diego, CA 92121; Start Date 07/2020; Role/Title: Insurance Broker; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [BNI City Pros (San Diego); BNI is a paid-for networking group with annual dues. President ; 16769 Bernardo Center Dr., Suite 1-775 San Diego, CA 92128; Start Date 10/2024; Role/Title: President; Not Investment Related; .5 hours per month; .5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-17 |
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