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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-12-17 |
Branch Locations
2355 East Camelback Road Suite 750, Phoenix, AZ 85016-9045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | San Diego | CA | 11/2001 | Present |
| Eagle Strategies Llc | Tucson | AZ | 12/2012 | Present |
[Real Estate Property; purchase of vacation home; 3131 W Shannon Drive Flagstaff , AZ 86001; Start Date 01/2022; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours;renting it on on occasion via VRBO] [Rental Property; Condo was purchased for rental income; 4727 E Lafayette Blvd Unit 114 Phoenix, AZ 85018; Start Date 12/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-28 |
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