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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-10-05
  • NY RA
    APPROVED
    Since 2022-10-05

Branch Locations

6400 Main Street Suite 110, Williamsville, NY 14221 • 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
Pnc Greensburg PA 11/2006 10/2016
Nylife Securities Llc Pittsburgh PA 10/2016 Present
New York Life Insurance Company Pittsburgh PA 09/2016 Present
Eagle Strategies Llc Pittsburgh PA 01/2021 Present
  • 11/2006 → 10/2016
    Pnc
    Greensburg, PA
  • 10/2016 → Present
    Nylife Securities Llc
    Pittsburgh, PA
  • 09/2016 → Present
    New York Life Insurance Company
    Pittsburgh, PA
  • 01/2021 → Present
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-30
S63 Uniform Securities Agent State Law Examination 2016-12-06
  • S65 Uniform Investment Adviser Law Examination
    2020-12-30
  • S63 Uniform Securities Agent State Law Examination
    2016-12-06

View on SEC IAPD

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