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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-04 |
| CA | RA | APPROVED | 2026-04-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Nylife Securities Llc | San Diego | CA | 09/2018 | Present |
| New York Life Insurance Company | San Diego | CA | 12/2017 | Present |
| Pacific Provision | San Diego | CA | 01/2017 | 09/2017 |
| Medina Motorsports | National City | CA | 02/2015 | 09/2016 |
| Unemployed | San Diego | CA | 09/2016 | 01/2017 |
| Eagle Strategies Llc | Lakeside | CA | 03/2025 | Present |
| Fox Legacy Financial And Insurance Solutions | Lakeside | CA | 01/2026 | Present |
| Osaic Wealth | Lakeside | CA | 04/2026 | Present |
[Operation Amped; Non-profit that teaches surfing to wounded veterans.; 1 Del Mar, San Diego CA (No physical address); Start Date 09/2010; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through GA Cavalier Associates; 2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361; Start Date 04/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours][Edison Motors; They build trucks; PO Box 444, Merritt BC, V1K 1B8, Canada; Start Date 04/2025; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Fox Legacy Financial and Insurance Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LAKESIDE CA; START DATE: 01/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-12 |
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