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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
TX RA APPROVED_RES 2022-04-22
  • CA RA
    APPROVED
    Since 2025-12-15
  • TX RA
    APPROVED_RES
    Since 2022-04-22

Branch Locations

1881 Commercenter East Suite 212, San Bernardino, CA 92408 • 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 Riverside CA 11/1987 Present
Nylife Securities Llc Riverside CA 12/1987 Present
Eagle Strategies Llc Riverside CA 05/1998 Present
  • 11/1987 → Present
    New York Life Insurance Company
    Riverside, CA
  • 12/1987 → Present
    Nylife Securities Llc
    Riverside, CA
  • 05/1998 → Present
    Riverside, CA
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 8/2002] [Real Estate Investment; I purchase, improve and then sell homes, for a profit.; Start Date 10/2015; Role/Title: Owner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours;I find the home, hire the contractors to improve the property, and then sell the home through a real estate company] [Registry of American Veterans, Inc; A website where military veterans can subscribe and search for other service personnel with whom they served.; 1881 Commercenter East, Ste.212, San Bernardino, CA 92408; Start Date 03/2021; Role/Title: Owner; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; This website is designed to be self-running so I will only be answering occasional general questions pertaining to the functionality of the service provided] [Commercenter Owners Association; board member; non-investment related; start date 3/2009; homeowners association]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-15
S63 Uniform Securities Agent State Law Examination 1990-10-17
  • S65 Uniform Investment Adviser Law Examination
    1998-05-15
  • S63 Uniform Securities Agent State Law Examination
    1990-10-17
Designations

View on SEC IAPD

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