Leroy Twisdale

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2011-09-01
LA	RA	APPROVED	2011-09-01
TX	RA	APPROVED	2011-09-01

AR RA
APPROVED

Since 2011-09-01
LA RA
APPROVED

Since 2011-09-01
TX RA
APPROVED

Since 2011-09-01

Branch Locations

Hot Springs, AR • 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

Organization	City	State	From	To
New York Life Insurance Co	Shreveport	LA	06/2002	Present
Nylife Securities Inc.	Shreveport	LA	03/2003	Present
Eagle Strategies Llc	Texarkana	AR	09/2011	Present

06/2002 → Present

New York Life Insurance Co

Shreveport, LA
03/2003 → Present

Nylife Securities Inc.

Shreveport, LA
09/2011 → Present

Eagle Strategies Llc

Texarkana, AR

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 17 Oakridge Dr. Texarkana TX 75503; Start Date 05/2021; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [The Tool Store Texarkana; sale of tools; 1618 W. 7th St. Texarkana Tx 75503; Start Date 03/2022; Role/Title: Owner; Not Investment Related; 24 hours per month; 0 hours per month during securities trading hours; assist management]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-08-18
S63	Uniform Securities Agent State Law Examination	2003-07-17

S65 Uniform Investment Adviser Law Examination

2011-08-18
S63 Uniform Securities Agent State Law Examination

2003-07-17

Other Names

Le Roy Twisdale

View on SEC IAPD