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Peter Loomis Lovley

Eagle Strategies LLC

Estero, FL

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-11-30
  • FL RA
    APPROVED
    Since 2015-11-30

Branch Locations

8010 Via Sardinia Way Unit 315, Estero, FL 33928 • 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 Sunrise FL 04/2015 Present
New York Life Ins Co Sunrise FL 02/2015 Present
Eagle Strategies Llc Bonita Springs FL 11/2015 Present
  • 04/2015 → Present
    Nylife Securities Llc
    Sunrise, FL
  • 02/2015 → Present
    New York Life Ins Co
    Sunrise, FL
  • 11/2015 → Present
    Bonita Springs, FL
Previous Registrations
  • 2011-06-09 → 2014-10-24
    Towson, MD
  • 2010-05-14 → 2011-06-08
    Sunset Financial Services, Inc.
    Timonium, MD
    Kansas City, MO
    Timonium, MD
  • 2010-01-14 → 2010-04-07
    Securian Financial Services, Inc.
    Timonium, MD
    Lutherville, MD
    St Paul, MN
  • 2003-02-14 → 2009-06-10
    Timonium, MD
    Portland, ME
Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 8010 Via Sardinia way # 315 Estero Florida 33928; Start Date 06/2022; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [The Residences of Coconut Point; Director on the Board of my HOA I will not hold the treasurers position and I will not be giving advice on any investments. I will just be member of the board.; 23159 Amigc Way Estero Fl 33928; Start Date 02/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; meet with the board monthly to represent and respond to community concerns and work with management company to execute the communities plans]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-23
S65 Uniform Investment Adviser Law Examination 2000-08-18
S63 Uniform Securities Agent State Law Examination 1998-06-27
  • S66 Uniform Combined State Law Examination
    2009-12-23
  • S65 Uniform Investment Adviser Law Examination
    2000-08-18
  • S63 Uniform Securities Agent State Law Examination
    1998-06-27

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