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Patricia Bullock Branch

Eagle Strategies LLC

Glen Allen, VA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-09-28
  • VA RA
    APPROVED
    Since 2018-09-28

Branch Locations

4121 Cox Road Suite 200, Glen Allen, VA 23060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Glen Allen VA 02/2012 Present
Nylife Securities Llc Glen Allen VA 03/2012 Present
Eagle Strategies Llc Glen Allen VA 09/2018 Present
  • 02/2012 → Present
    New York Life Insurance Company
    Glen Allen, VA
  • 03/2012 → Present
    Nylife Securities Llc
    Glen Allen, VA
  • 09/2018 → Present
    Glen Allen, VA
Previous Registrations
Other Businesses

[PATRICIA BRANCH INC, (FORMERLY BULLOCK FINANCIAL SERVICE, INC.) USE THIS COMPANY TO RECEIVE RENEWAL COMMISSIONS ONLY; OWNER; investment related; start date 1/2012] [CHILDREN'S HOSPITAL FOUNDATION; SUPPORTS PROGRAMS OF THE CHILDREN'S HOSPITAL OF RICHMOND AT VCU.; 2924 BROOK ROAD RICHMOND VA 23220; START DATE 01/2015; BOARD MEMBER; NOT INVESTMENT RELATED; 6 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE; WORK IN THE GIFT SHOP AND ATTEND BOARD MEETINGS] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 4435 Waterfront Drive Suite 400 Glen Allen, VA 23060; Start Date 09/2015; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Boxwood Garden Club Endowment Committee ; Boxwood Garden Club has an account that gives money to different projects in the community. As a committee member, I help monitor the account.; 12 East Franklin Street. Richmond, VA 23219; Start Date 09/2023; Role/Title: Committee Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-20
  • S66 Uniform Combined State Law Examination
    2011-06-20
Designations
Other Names
  • Patricia Stewart Bullock
  • Patricia Bullock Barton
  • Patricia B. Barton
  • P. Bullock Branch
  • Tricia B. Branch
  • Tricia Bullock Branch
  • Tricia Branch

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