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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-18 |
Branch Locations
951 Mariners Island Blvd, Suite 600, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Alameda | CA | 05/2015 | 08/2018 |
| Edward Jones | St. Louis | MO | 08/2018 | 04/2019 |
| Nylife Securities Llc | San Francisco | CA | 07/2019 | Present |
| New York Life Insurance Co. | San Francisco | CA | 05/2019 | Present |
| Ucsf | San Francisco | CA | 02/2018 | 08/2018 |
| Wells Fargo Clearing Services Llc | Alameda | CA | 02/2018 | 08/2018 |
| Csu East Bay | Hayward | CA | 01/2016 | 12/2017 |
| Eagle Strategies Llc | San Francisco | CA | 03/2021 | Present |
[Armor Property Investment LLC; Buy primary and Interment properties to use for rental; 1163 Broadway Unit B, Alameda CA 94501; Start Date 12/2023; Role/Title: Owner; Investment Related; 6 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-28 |
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