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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2008-12-15
  • OR RA
    APPROVED
    Since 2008-12-15

Branch Locations

120 Oakway Center, Eugene, OR 97401 • 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 Eugene OR 10/1999 Present
Robison Financial Group Eugene OR 02/2008 Present
Eagle Strategies Llc Eugene OR 12/2008 Present
  • 10/1999 → Present
    New York Life
    Eugene, OR
  • 02/2008 → Present
    Robison Financial Group
    Eugene, OR
  • 12/2008 → Present
    Eugene, OR
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 120 Oakway Ctr, Eugene, OR 97401; Start Date: 05/2004; Role/Title: Insurance Broker; Investment related] [PERSONAL DBA ROBISON FINANCIAL GROUP FOR ALL INSURANCE BUSINESS INCLUDING SECURITIES] [OPERATING UNDER THE DBA NAME OF ROBISON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE: 02/2008] [Bushnell University; non-profit university of higher eduction; 875 E. 11th ave; Eugene OR 97401; Start Date 05/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Participate as a board member to advise the university leadership. Meetings occur 2x year and as needed.] [Relief Nursery; board member; non investment related; start date 03/2015; 1720 w. 25th Ave; Eugene, OR 97405; 2 hours per month; I will be one of approx. 25 board members who attend monthly meetings and receive updates from the organizations executive director] [Porter Partner's Inc.; Porter is an ordering platform for food service that can be used for pick up counter or on-site delivery.; 800 Willamette St; Suite 800, Eugene, OR 97401; Start Date 11/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-19
  • S63 Uniform Securities Agent State Law Examination
    2000-01-19
Designations

View on SEC IAPD

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