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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2024-01-09 |
Branch Locations
2650 Industrial Parkway Suite 200, Santa Maria, CA 93455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Santa Maria | CA | 01/2018 | Present |
| New York Life Insurance Company | Santa Maria | CA | 08/2017 | Present |
| First Christian Church Of Santa Maria | Santa Maria | CA | 07/2009 | 09/2017 |
| Nylife Securities Llc | Arroyo Grande | CA | 09/2020 | Present |
| Fulcrum Wealth And Insurance Solutions, Llc | Santa Maria | CA | 11/2023 | Present |
| Eagle Strategies, Llc | Westlake Village | CA | 07/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2650 Industrial Parkway Suite 200. Santa Maria, CA 93455; Start Date 03/2021; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] : [OPERATING UNDER THE DBA NAME OF FULCRUM WEALTH AND INSURANCE SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SANTA MARIA, CA); START DATE: 11/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-09 |
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