Best Investors Account Sign in

Kathleen Marie Knight

Eagle Strategies LLC

Lake Forest, CA

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-22
CA RA APPROVED 2016-08-15
  • TX RA
    APPROVED_RES
    Since 2021-09-22
  • CA RA
    APPROVED
    Since 2016-08-15

Branch Locations

26501 Rancho Parkway South Suite 102, Lake Forest, CA 92630 • 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
Nylife Securities, Llc Irvine CA 08/2016 Present
New York Life Insuranc Irvine CA 07/2016 Present
Eagle Strategies Llc Irvin CA 08/2016 Present
  • 08/2016 → Present
    Nylife Securities, Llc
    Irvine, CA
  • 07/2016 → Present
    New York Life Insuranc
    Irvine, CA
  • 08/2016 → Present
    Irvin, CA
Previous Registrations
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 8192 Sandcove Cir, Unit 206, Huntington Beach, CA 92646; Start Date: 06/2016; Role/Title: Insurance Broker; Investment related; 10 hours per month; 10 hours per month during securities trading hours] [Rental Property; Investment property that I will rent out in Reno, NV; 900 South Meadows Pkwy #5224 Reno, NV 89521; Start Date 12/2023; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours][Huntington Beach Chamber of Commerce; Chamber of Commerce. Works with businesses in the city to provide information and support; 15744 Goldenwest Huntington Beach CA 92647; Start Date 08/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; secretary-take meeting minutes]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-07
  • S66 Uniform Combined State Law Examination
    2004-04-07
Other Names
  • Kathleen Marie Barbrack
  • Kathleen Marie Connelly

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lake Forest, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor