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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-14
  • PA RA
    APPROVED
    Since 2025-05-14

Branch Locations

595 E Swedesford Road Suite 300, Wayne, PA 19087 • 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 Bala Cynwyd PA 03/2006 11/2016
Nylife Securities Bala Cynwyd PA 06/2006 11/2016
Eagle Strategies Llc Bala Cnywyd PA 01/2014 11/2016
Wells Fargo Bank, Na Philadelphia PA 11/2016 02/2025
Wells Fargo Clearing Services, Llc Philadelphia PA 12/2016 02/2025
New York Life Insurance Company Wayne PA 03/2025 Present
Nylife Securities Llc Wayne PA 04/2025 Present
Eagle Strategies Llc Wayne PA 05/2025 Present
  • 03/2006 → 11/2016
    New York Life Insurance Company
    Bala Cynwyd, PA
  • 06/2006 → 11/2016
    Nylife Securities
    Bala Cynwyd, PA
  • 01/2014 → 11/2016
    Bala Cnywyd, PA
  • 11/2016 → 02/2025
    Wells Fargo Bank, Na
    Philadelphia, PA
  • 12/2016 → 02/2025
    Philadelphia, PA
  • 03/2025 → Present
    New York Life Insurance Company
    Wayne, PA
  • 04/2025 → Present
    Nylife Securities Llc
    Wayne, PA
  • 05/2025 → Present
    Wayne, PA
Previous Registrations
Other Businesses

[Notary Public; Notary; 1229 Dickinson Street, Philadelphia, PA19147 ;1 hour per month, 0 hours during trading hours; start 02/2017; non-investment related] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 1229 Dickinson Street, Philadelphia, PA19147; start 09/2012; commissions 1 hour per month, 0 hours during trading hours; insurance related] [Rental Property; real estate related; 1229 Dickinson Street, Philadelphia, PA19147;- start 04/1999; 3 rental properties 1124 Pierce Street, Philadelphia, PA 19148, 366 Winton Street, Philadelphia, PA 19148, 409 Durfor Street, Philadelphia, PA 19148; rental income; 8 hours per month, 0 hours during trading hours][Moschella, LLC - Dormant; Management of Investment Properties; 1229 Dickinson Street, Philadelphia, PA 19147; Start Date 05/2025; Role/Title: Owner; Investment Related; 8 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-24
S63 Uniform Securities Agent State Law Examination 2006-10-20
  • S66 Uniform Combined State Law Examination
    2014-01-24
  • S63 Uniform Securities Agent State Law Examination
    2006-10-20
Other Names
  • Frank Joseph Moschella

View on SEC IAPD

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