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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-04-24
  • MS RA
    APPROVED
    Since 2025-04-24

Branch Locations

1052 Highland Colony Parkway Suite 101, Ridgeland, MS 39157 • 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
Nylife Securities Llc Plano TX 04/2002 Present
Eagle Strategies Llc Plano TX 06/2011 Present
New York Life Insurance Company Plano TX 09/2012 Present
  • 04/2002 → Present
    Nylife Securities Llc
    Plano, TX
  • 06/2011 → Present
    Plano, TX
  • 09/2012 → Present
    New York Life Insurance Company
    Plano, TX
Other Businesses

[Rental Property; My wife, father, and step-mother own a condominium in Oxford, MS and will be renting this condo for certain sporting events, university events (graduation, fraternity/sorority rush, etc.) and some communal events sponsored by the local community.; 10 PR 3057 Unit #1006, Oxford, MS 38655; Start Date 01/2019; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; None that are primary in the day to day activities associated with the property. I might have some administrative functions of collecting rental payments, or paying the utility bills, association dues, etc. if my wife or family can not take care of these items. My role will be extremely passive] [Magnolia Club Alumni Organization; This is a statewide alumni organization support the Kappa Alpha Order (fraternity).; 2094 Old Taylor Road, Ste 200, Oxford, MS 38655; Start Date 03/2022; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Committee member - guiding the social and activity related events of the alumni when events are planned, organized, and announced/communicated to the membership at large.] [Kappa Alpha Order, Alpha Upsilon Chapter, Housing Committee; The housing committee oversees the funds collected by members to make improvements to the fraternity house, oversee the debt service of any loans the chapter incurs, including servicing the existing mortgage.; P.O. BOX 1116, Oxford, MS 38655; Start Date 02/2023; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; instructional member of the housing committee]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-14
S63 Uniform Securities Agent State Law Examination 2002-06-05
  • S66 Uniform Combined State Law Examination
    2011-06-14
  • S63 Uniform Securities Agent State Law Examination
    2002-06-05

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