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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
888 San Clemente Drive Suite 250, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Newport Beach | CA | 03/2024 | Present |
| New York Life Insurance Co | Newport Beach | CA | 09/2023 | Present |
| Unemployed | Cerritos | CA | 02/2023 | 08/2023 |
| Comfort Dtc Inc. Dba Molecule | El Segundo | CA | 12/2017 | 01/2024 |
| Aka Social | Los Angeles | CA | 12/2016 | 11/2017 |
| Unemployed | Pasadena | CA | 08/2016 | 11/2016 |
| Eagle Strategies Llc | Newport Beach | CA | 01/2025 | Present |
| Blue Cedar Financial And Insurance Solutions | Newport Beach | CA | 06/2025 | Present |
[Angeles Samaritan Mission; religious non-profit that provides teaching, training and outreach to underserved people; 720 S. Orange Grove Blvd. #8 Pasadena, CA 901011; Start Date 01/2007; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (NEWPORT BEACH, CA); START DATE: 06/2025][Brown Club of Orange County; Regional Alumni group; Box 1859 Brown University Providence, RI 02912; Start Date 06/2026; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; help organize events][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 888 San Clemente Drive #250 Newport Beach, CA 92660; Start Date 08/2026; Role/Title: Owner; Investment Related; 30 hours per month; 30 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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