Cleopatra Montelongo Morales

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-05-16

TX RA
APPROVED

Since 2014-05-16

Branch Locations

6200 Bridgepoint Parkway Suite 300 , Austin, TX 78730 • 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

Organization	City	State	From	To
New York Life Insurance Co	Austin	TX	09/2003	Present
Tony Deleon And Associates	Austin	TX	09/2001	Present
Nylife Securities	Austin	TX	10/2003	Present
Eagle Strategies Llc	Austin	TX	05/2014	Present
Tony Deleon & Associates	Austin	TX	11/2021	Present

09/2003 → Present

New York Life Insurance Co

Austin, TX
09/2001 → Present

Tony Deleon And Associates

Austin, TX
10/2003 → Present

Nylife Securities

Austin, TX
05/2014 → Present

Eagle Strategies Llc

Austin, TX
11/2021 → Present

Tony Deleon & Associates

Austin, TX

Other Businesses

[OPERATING UNDER THE DBA NAME OF TONY DELEON & ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; AUSTIN, TX; START DATE: 11/2021]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-12
S63	Uniform Securities Agent State Law Examination	2004-01-28

S66 Uniform Combined State Law Examination

2014-05-12
S63 Uniform Securities Agent State Law Examination

2004-01-28

Designations

Other Names

Cleo M Morales
Cleopatra M Morales

View on SEC IAPD