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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-13 |
Branch Locations
55 South Lake Ave Suite 200, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Pasadena | CA | 03/2024 | Present |
| New York Life Insurance Co | Pasadena | CA | 12/2023 | Present |
| Illuminated Path Productions | Marina Del Ray | CA | 07/2009 | Present |
| Eagle Strategies Llc | Pasadena | CA | 03/2025 | Present |
| Monarch Grove Wealth Strategies & Insurance Solutions Llc | Pasadena | CA | 06/2026 | Present |
| Illuminating Wealth And Insurance Solutions, Llc | Pasadena | CA | 08/2026 | Present |
[Illuminated Path Productions; non-investment related; 2640 N San Fernando Rd Los Angeles Ca 90065; Film equipment rental: President: Owner: 12/2013: 10 hours per month, 0 hours during securities trading hours: Load vehicles and prepare rental orders, invoicing.] [Gamestar +; Invested for equity shares in start up company; Do not have an address; Start Date 12/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OneRoq ; Alcohol brand and market place; do not have address; Start Date 02/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Boaz Bike; Scooter rental company; no address; Start Date 02/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Moorpark Treehouse; Moorpark Condo Rental. Renting out a condo; 15457 Moorpark St Unit 8 Sherman Oaks, Ca 91403; Start Date 07/2020; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 55 S. Lake Ave Suite 200 Pasadena Ca 91101; Start Date 06/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MONARCH GROVE WEALTH STRATEGIES & INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (PASADENA, CA); START DATE: 06/2026] [OPERATING UNDER THE DBA NAME OF ILLUMINATING 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); (PASADENA, CA); START DATE: 08/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-30 |
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