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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-14
CO RA APPROVED 2004-08-06
  • TX RA
    APPROVED_RES
    Since 2025-01-14
  • CO RA
    APPROVED
    Since 2004-08-06

Branch Locations

215 Union Blvd Suite 200, Lakewood, CO 80228 • 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 Ins. Company Boulder CO 12/1996 Present
Nylife Securities Inc. Arvada CO 01/1997 Present
High Point Financial Group, Llc Lakewood CO 03/2007 Present
  • 12/1996 → Present
    New York Life Ins. Company
    Boulder, CO
  • 01/1997 → Present
    Nylife Securities Inc.
    Arvada, CO
  • 03/2007 → Present
    High Point Financial Group, Llc
    Lakewood, CO
Other Businesses

BROKER FOR VARIOUS OUTSIDE INSURANCE CARRIERS VIA DBA HIGH POINT FINANCIAL GROUP, LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-28
S63 Uniform Securities Agent State Law Examination 1997-02-04
  • S65 Uniform Investment Adviser Law Examination
    2004-07-28
  • S63 Uniform Securities Agent State Law Examination
    1997-02-04

View on SEC IAPD

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