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Current Employers
Eagle Tax Planning & Advisory Group.LLc

106-04, 101 Ave, Ozone Park, NY 11416 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-03
  • NY RA
    APPROVED
    Since 2022-01-03

Branch Locations

106-04, 101 Ave, Ozone Park, NY 11416 • 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
Origin Financial San Francisco CA 01/2022 Present
Eagle Tax Planning And Advisory Group Jamaica NY 02/2000 Present
  • 01/2022 → Present
    Origin Financial
    San Francisco, CA
  • 02/2000 → Present
    Eagle Tax Planning And Advisory Group
    Jamaica, NY
Previous Registrations
Other Businesses

EAGLE TAX PLANNING & ADVISORY GROUP.LLC / INVESTMENT RELATED / JAMAICA, NY / TAX PREPARATION AND FINANCIAL ADVICE / OWNER / FEB 2000 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-11-16
  • S63 Uniform Securities Agent State Law Examination
    2000-11-16
Designations

View on SEC IAPD

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