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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2020-10-20
  • NE RA
    APPROVED
    Since 2020-10-20

Branch Locations

2504 W. Koenig St, Grand Island, NE 68803 • 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 Omaha NE 06/2003 Present
Nylife Securities Llc Omaha NE 09/2004 Present
Grand Island Public Schools Grand Island NE 08/2014 09/2017
Eagle Strategies Llc Omaha NE 10/2020 Present
  • 06/2003 → Present
    New York Life
    Omaha, NE
  • 09/2004 → Present
    Nylife Securities Llc
    Omaha, NE
  • 08/2014 → 09/2017
    Grand Island Public Schools
    Grand Island, NE
  • 10/2020 → Present
    Omaha, NE
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 08/2006] [DOANE COLLEGE; COLLEGE PROFESSOR; TEACH 1 BUSINESS CLASS (1 EVENING PER WEEK); GRAND ISLAND, NE; START DATE 08/2006; NON INVESTMENT RELATED] [JDP Farms, LLC; This LLC will own farmground, other real property, and hard assets (farm equipment, buildings, etc.). The farmground will be rented to an outside party.; 954 Broad St., Campbell, Nebraska, 68932; Start Date 03/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-05
S63 Uniform Securities Agent State Law Examination 2004-10-11
  • S66 Uniform Combined State Law Examination
    2020-10-05
  • S63 Uniform Securities Agent State Law Examination
    2004-10-11
Other Names
  • Mary L Place
  • Mary Place-Schaffert
  • Mary L Place-Schaffert

View on SEC IAPD

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