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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-29
  • WA RA
    APPROVED
    Since 2025-09-29

Branch Locations

10885 Ne 4Th St Suite 1400, Bellevue, WA 98004 • 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 Co. Bellevue WA 07/2002 Present
Eagle Strategies Llc Seattle WA 12/2015 Present
  • 07/2002 → Present
    New York Life Insurance Co.
    Bellevue, WA
  • 12/2015 → Present
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-21
S63 Uniform Securities Agent State Law Examination 2002-12-02
  • S66 Uniform Combined State Law Examination
    2015-11-21
  • S63 Uniform Securities Agent State Law Examination
    2002-12-02

View on SEC IAPD

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