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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Falcon Financial & Insurance Solutions | Fresno | CA | 06/2023 | Present |
| Me-N-Ed's Pizzeria | Clovis | CA | 09/2021 | 06/2023 |
| California State University, Fresno | Fresno | CA | 08/2020 | 05/2023 |
| Clovis East High School | Clovis | CA | 08/2016 | 05/2020 |
| Brandt Farms | Reedley | CA | 05/2020 | 08/2020 |
| Clovis Unified School District | Clovis | CA | 03/2017 | 06/2017 |
| Clovis East High School | Clovis | CA | 08/2023 | Present |
| Nylife Securities Llc | Fresno | CA | 02/2024 | Present |
| Eagle Strategies Llc | Fresno | CA | 04/2024 | Present |
| Falcon Financial & Insurance Solutions, Inc. | Fresno | CA | 06/2025 | Present |
| Independence High School | Bakersfield | CA | 08/2025 | Present |
[Clovis East High School; Non-investment related; 2940 Leonard Ave Clovis, CA 93619; Public High School; Started 08/2023. Season is currently over as of 11/2023; 28 hours per month, 0 hours during securities trading hours; My duties were to give feedback to students and general instruction to improve the band. This would be both music comments and visual comments, as well as sometimes running portions of rehearsal with large groups of the band.] [OPERATING UNDER THE DBA NAME OF Falcon Financial & Insurance Solutions, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FRESNO CA ; START DATE: 06/2025][Independence High School; Public high school marching band program.; 8001 Old River Road, Bakersfield, CA 93311; Start Date 08/2025; Role/Title: Educator/Instructor; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
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