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Anthony James Taylor

Eagle Strategies LLC

Sandy, UT

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2004-09-16
  • UT RA
    APPROVED
    Since 2004-09-16

Branch Locations

150 W Civic Center Drive Suite 600, Sandy, UT 84070 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Salt Lake City UT 06/1998 Present
Nylife Securities Inc. Salt Lake City UT 06/1998 Present
Taylor'D Financial Sandy UT 02/2022 Present
  • 06/1998 → Present
    New York Life Insurance Company
    Salt Lake City, UT
  • 06/1998 → Present
    Nylife Securities Inc.
    Salt Lake City, UT
  • 02/2022 → Present
    Taylor'D Financial
    Sandy, UT
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS;INVESTMENT RELATED; START DATE 07/2002; INSURANCE3 BROKER; 3305 N UNIVERSITY AVE, STE 100 PROVE UT 84604] [NYLARC Holding Company Inc; joined NYLARC; NYLARC, c/o New York Life, Room 251, New York, NY 10010; Start Date 07/2018; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Cryptocurrency Investment; I would like to invest some in cryptocurrency; 4672 Country Club Drive, Highland Utah 84003; Start Date 02/2021; Role/Title: Investor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] OPERATING UNDER THE DBA NAME OF TAYLOR'D FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SANDY, UT; START DATE: 02/2022][Reef Capital Partners LLC; Private REIT; 2600 N. Ashton Blvd. #200B, Lehi Utah 84043; Start Date 04/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-07
S63 Uniform Securities Agent State Law Examination 1998-08-06
  • S65 Uniform Investment Adviser Law Examination
    2004-09-07
  • S63 Uniform Securities Agent State Law Examination
    1998-08-06
Other Names
  • Anthony Taylor

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