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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tory Burch Llc | Ontario | CA | 07/2019 | 09/2019 |
| Angle Global Management | Glendora | CA | 07/2021 | 12/2021 |
| Meet Up Chinese Cuisine | Santa Barbara | CA | 01/2022 | 02/2023 |
| Mountain San Antonio College | Walnut | CA | 09/2019 | 07/2021 |
| Nylife Securities Llc | Pasadena | CA | 10/2023 | Present |
| New York Life Insurance Co | Pasadena | CA | 03/2023 | Present |
| Unemployed | Walnut | CA | 03/2023 | 04/2023 |
| University Of California Santa Barbara | Santa Barbara | CA | 05/2021 | 12/2022 |
| Lake Mary Preparatory School | Lake Mary | FL | 01/2017 | 05/2019 |
| Chengdu Experimental Foreign Language School | Chengdu | 01/2013 | 01/2017 | |
| Eagle Strategies Llc | Pasadena | CA | 02/2025 | Present |
[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1295 State?Street, Springfield, MA?01111-0001, USA; Start Date 06/2025; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 20 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-03 |
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