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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-28 |
Branch Locations
425 Market Street Suite 1800, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Transitions Financial & Insurance Solutions | San Francisco | CA | 06/2026 | Present |
| New York Life Insurance Company | San Francisco | CA | 01/2018 | Present |
| Nylife Securities, Llc | San Francisco | CA | 05/2018 | Present |
| Stockpro Advisors | Mumbai | 09/2016 | 12/2017 | |
| Green Sands Equity | San Francisco | CA | 08/2015 | 09/2016 |
| Eagle Strategies Llc | San Francisco | CA | 10/2020 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through ASH Brokerage; 425 Market St, Suite 1600 San Francisco, CA 94109; Start Date 01/2022; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Financial Women of San Francisco; I'm a co-chair for the programs committee, and co-chairs become part of the board; 268 Bush Street #2822 San Francisco, CA 94104-3503; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Host monthly programs committee meetings, create agendas, and get updates on events being hosted by the organization] [OPERATING UNDER THE DBA NAME OF SILVER TRANSITIONS FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SAN FRANCISCO, CA); START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-28 |
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