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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-05 |
| CA | RA | APPROVED | 2006-05-12 |
Branch Locations
2650 Industrial Parkway #200, Santa Maria, CA 93455 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Santa Maria | CA | 10/1984 | Present |
| Nylife Securities Inc. | Oxnard | CA | 09/1985 | Present |
| Central Coast Visionary Insurance & Financial Services Llc. | Santa Maria | CA | 06/2006 | Present |
| Your Legacy Insurance & Financial Services, Llc | Santa Maria | CA | 04/2018 | 10/2024 |
| Eagle Strategies, Llc | Westlake Village | CA | 01/2013 | Present |
APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS, FOR EXAMPLE, BLUE CROSS OF CALIFORNIA. DBA CENTRAL COAST VISIONARY INSURANCE & FINANCIAL SERVICES LLC. -ENGAGE IN BROKERING INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 2650 Industrial Parkway, Suite 200, Santa Maria, CA 93455; Start Date 07/2018; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-23 |
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