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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-14 |
| CA | RA | APPROVED | 2023-04-12 |
Branch Locations
2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Brea | CA | 07/2004 | Present |
| Nylife Securities Inc | Brea | CA | 07/2004 | Present |
| Eagle Strategies Llc | Placentia | CA | 04/2023 | Present |
[MARY KAY PRODUCTS; CONSULTANT; NON INVESTMENT RELATED; RECEIVE THE DISCOUNT ON THE PRODUCTS-I DO NOT SOLICIT BUSINESS; START DATE 08/2004] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 08/2004] [Motivational Speaking; SPEAKER; NON INVESTMENT RELATED; START DATE 08/2004; Non isurance and financial related topics-positive attitude and team building] [DLA Investment Properties LLC ; Rental Property. We purchased a tri-plex as rental property; 11734 175th St, Artesia, Ca 90701; Start Date 07/2019; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
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