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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2014-11-26
  • CO RA
    APPROVED
    Since 2014-11-26

Branch Locations

370 Interlocken Boulevard Suite 620, Broomfield, CO 80021 • 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 Denver CO 10/2001 Present
Johnston Wells Public Relations Denver CO 11/2000 Present
Eagle Strategies Llc Arvada CO 11/2014 Present
Colorado Free University Denver CO 10/2021 06/2026
  • 10/2001 → Present
    New York Life Insurance Company
    Denver, CO
  • 11/2000 → Present
    Johnston Wells Public Relations
    Denver, CO
  • 11/2014 → Present
    Arvada, CO
  • 10/2021 → 06/2026
    Colorado Free University
    Denver, CO
Other Businesses

[RENTAL PROPERTY; 104 WOLF PARK LANE, WINTER PARK, CO 80482; START DATE 01/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property - Zenobia St; Rental property, my former residence; 3715 Zenobia St, Denver, CO 80212; Start Date 09/2015; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Halus Speaking Engagements; Speaking to groups of university students, women's organizations, chamber of commerce and other business groups; 4618 w 33 Ave, Denver, CO 80212; Start Date 01/2024; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-20
S63 Uniform Securities Agent State Law Examination 2003-07-18
  • S66 Uniform Combined State Law Examination
    2014-11-20
  • S63 Uniform Securities Agent State Law Examination
    2003-07-18

View on SEC IAPD

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