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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| CA | RA | APPROVED | 2024-08-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | 12/2022 |
| New York Life Insurance Co | Pasadena | CA | 12/2022 | Present |
| Nylife Securities Llc | Glendale | CA | 01/2023 | Present |
| Eagle Strategies Llc | Pasadena | CA | 08/2024 | Present |
FN Wealth Management Insurance Brokering- Owner - 541 Wapello St Altadena, CA 91001, Fixed Life and Fixed annuity-20 - 30 hours per Month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-05 |
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