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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
425 Market Street Suite 1800, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | San Francisco | CA | 03/2024 | Present |
| Diamondtip Llc | Berkeley | CA | 06/2009 | 02/2024 |
| Nylife Securities Llc | San Francisco | CA | 10/2024 | Present |
| Eagle Strategies Llc | San Francisco | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-21 |
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