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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taing Financial Wealth And Insurance Solutions, Llc | Irvine | CA | 05/2026 | Present |
| University Of California, Riverside | Riverside | CA | 07/2014 | 07/2018 |
| New York Life Insurance Co | Irvine | CA | 04/2018 | Present |
| Nylife Securities, Llc | Irvine | CA | 12/2018 | Present |
| Eagle Strategies Llc | Irvine | CA | 07/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2020 Main St. 10th Floor, Irvine, CA 92614; Start Date 09/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Taing Financial 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; IRVINE CA; START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-27 |
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