Shane Peter Valdez

Current Employers

Employment History

• 09/2018 → Present
  Nylife Securities Llc
  Brea, CA
• 02/2018 → Present
  New York Life Insurance Comapny
  Brea, CA
• 09/2016 → 02/2018
  Health Markets Insurance
  Costa Mesa, CA
• 08/2008 → 09/2017
  Iss Facility Service
  Temple, AZ
• 07/2025 → Present
  Eagle Strategies Llc
  Anaheim, CA
• 06/2026 → Present
  Coram Deo Insurance And Financial Services, Inc.
  Anaheim, CA
• 08/2026 → Present
  Skylight Financial & Insurance Solutions
  Anaheim, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 75 Placentia Ave. Ste. 250 Brea, Ca. 92831; Start Date 07/2021; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Coram Deo Insurance and Financial Services, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; Anaheim CA; START DATE: 06/2026] [OPERATING UNDER THE DBA NAME OF Au Dela Financial & Insurance Solutions LLC D/B/A Skylight 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; Anaheim CA; START DATE: 08/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-21
• S63 Uniform Securities Agent State Law Examination
  2019-04-24