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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-10-12
MO RA APPROVED 2006-08-24
  • TX RA
    APPROVED_RES
    Since 2018-10-12
  • MO RA
    APPROVED
    Since 2006-08-24

Branch Locations

5634 Morganford Road, Saint Louis, MO 63116 • 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 St. Louis MO 08/2002 Present
Ferguson Financial Group St. Louis MO 07/2002 02/2019
Precision Healthcare Llc St. Louis MO 07/2007 Present
Precision Wealth Strategies Llc St. Louis MO 08/2018 06/2019
Blueprint For Wealth Llc St. Louis MO 04/2019 07/2023
Eagle Strategies, Llc Saint Louis MO 08/2006 Present
Nylife Securities Llc Saint Louis MO 10/2002 Present
Captifi Wealth Solutions Llc St Louis MO 07/2023 Present
  • 08/2002 → Present
    New York Life Insurance Company
    St. Louis, MO
  • 07/2002 → 02/2019
    Ferguson Financial Group
    St. Louis, MO
  • 07/2007 → Present
    Precision Healthcare Llc
    St. Louis, MO
  • 08/2018 → 06/2019
    Precision Wealth Strategies Llc
    St. Louis, MO
  • 04/2019 → 07/2023
    Blueprint For Wealth Llc
    St. Louis, MO
  • 08/2006 → Present
    Saint Louis, MO
  • 10/2002 → Present
    Nylife Securities Llc
    Saint Louis, MO
  • 07/2023 → Present
    Captifi Wealth Solutions Llc
    St Louis, MO
Other Businesses

[RECTOR HOLDINGS LLC;6211 MARWINETTE AVENUE ST. LOUIS, MO 63116; INVESTMENT RELATED;OWNER;RENTAL PROPERTY;HANDLE MAINTENANCE OF PROPERTY AND COLLECT RENT;10 HOURS PER MONTH; START DATE 11/2008] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;5351 Murdoch Ave., St. Louis, MO 63109; Start Date 06/2019; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CAPTIFI WEALTH SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ST LOUIS, MO); START DATE: 07/2023]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-07
S63 Uniform Securities Agent State Law Examination 2002-10-17
  • S65 Uniform Investment Adviser Law Examination
    2006-07-07
  • S63 Uniform Securities Agent State Law Examination
    2002-10-17

View on SEC IAPD

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