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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-02
  • NC RA
    APPROVED
    Since 2025-01-02

Branch Locations

4140 Parklake Avenue Suite 450, Raleigh, NC 27612 • United States

Durham, NC • 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 Insurance Company Raleigh NC 06/2010 Present
Nylife Securities Llc Raleigh NC 03/2012 Present
Eagle Strategies Llc Raleigh NC 12/2024 Present
  • 06/2010 → Present
    New York Life Insurance Company
    Raleigh, NC
  • 03/2012 → Present
    Nylife Securities Llc
    Raleigh, NC
  • 12/2024 → Present
    Raleigh, NC
Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 05/2010]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-26
S63 Uniform Securities Agent State Law Examination 2012-04-27
  • S65 Uniform Investment Adviser Law Examination
    2024-12-26
  • S63 Uniform Securities Agent State Law Examination
    2012-04-27
Other Names
  • Melanie Trace

View on SEC IAPD

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