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Jon M Stamberger

Eagle Strategies LLC

Concord, OH

Independence, OH

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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 2022-01-26
OH RA APPROVED 2006-09-20
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • OH RA
    APPROVED
    Since 2006-09-20

Branch Locations

Concord, OH • United States

6100 Oak Tree Blvd Suite 300, Independence, OH 44131 • 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 Company Seven Hills OH 01/2003 Present
Nylife Securities Inc. Seven Hills OH 02/2003 Present
  • 01/2003 → Present
    New York Life Insurance Company
    Seven Hills, OH
  • 02/2003 → Present
    Nylife Securities Inc.
    Seven Hills, OH
Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 05/2006]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-12
S63 Uniform Securities Agent State Law Examination 2006-01-17
  • S65 Uniform Investment Adviser Law Examination
    2006-09-12
  • S63 Uniform Securities Agent State Law Examination
    2006-01-17

View on SEC IAPD

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