Lee Allan Wilcox

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-12-14
OK	RA	APPROVED	2008-02-04

TX RA
APPROVED

Since 2022-12-14
OK RA
APPROVED

Since 2008-02-04

Branch Locations

7733 W Britton Road, Oklahoma City, OK 73132 • 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

Organization	City	State	From	To
New York Life Insurance Company	Edina	MN	06/2002	Present
Nylife Securities Inc	Edina	MN	06/2002	Present
Eagle Strategies Corp	Oklahoma City	OK	01/2008	Present

06/2002 → Present

New York Life Insurance Company

Edina, MN
06/2002 → Present

Nylife Securities Inc

Edina, MN
01/2008 → Present

Eagle Strategies Corp

Oklahoma City, OK

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; COMMISSIONS; INSURANCE BROKER; START 10/2008; BROKER FOR DISABILITY AND LIFE INSURANCE PRODUCTS THROUGH GUARDIAN LIFE INSURANCE CO.]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-11-14
S63	Uniform Securities Agent State Law Examination	2002-07-02

S65 Uniform Investment Adviser Law Examination

2022-11-14
S63 Uniform Securities Agent State Law Examination

2002-07-02