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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 2019-04-23
CA RA APPROVED 2011-04-25
  • TX RA
    APPROVED_RES
    Since 2019-04-23
  • CA RA
    APPROVED
    Since 2011-04-25

Branch Locations

Placentia, CA • 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 Ins Brea CA 11/2003 Present
Nylife Securities Brea CA 05/2004 Present
Eagles Securities Llc Placentia CA 06/2015 Present
  • 11/2003 → Present
    New York Life Ins
    Brea, CA
  • 05/2004 → Present
    Nylife Securities
    Brea, CA
  • 06/2015 → Present
    Eagles Securities Llc
    Placentia, CA
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF SELLING PROPERTY AND CASUALTY PRODUCTS] [RENTAL PROPERTY; RENT OLD HOUSE THRUOGH DAXESH AND ALPA MANIAR LIVING TRUST; 6048 COLONIAL DOWNS STREET CORONA CA 92880; START DATE 06/2015; ROLE/TITLE: OWNER PROPERTY FOR RENTAL; INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [CALCPA Financial Literacy Member; 330 N Brand Avenue, Glendale, CA 91203; Start Date 06/2017; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [Daxesh and Alpa Maniar Living Trust 2010; Rental property - 6048 colonial downs street corona ca 92880, 1334 voigt way placentia ca 92870, and 2020 N Brighton Street Burbank ca 91504, 1250 S Brookhurst Street Unit 1101 Anaheim CA 92804; 1334 voigt way placentia ca 92870; Start Date 04/2018; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company Inc; Rinsuring the life insurance that I write with New York Life; 51 Madison Avenue New York NY 10010; Start Date 07/2018; Role/Title: Shareholde; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-16
S63 Uniform Securities Agent State Law Examination 2004-07-15
  • S65 Uniform Investment Adviser Law Examination
    2011-04-16
  • S63 Uniform Securities Agent State Law Examination
    2004-07-15
Other Names
  • Daxesh J Maniar

View on SEC IAPD

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