Keith Andrew Macpherson

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03
CT	RA	APPROVED	2020-12-10

NY RA
APPROVED

Since 2021-08-03
CT RA
APPROVED

Since 2020-12-10

Branch Locations

520 Broad Hollow Road, Melville, NY 11747 • 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

Organization	City	State	From	To
New York Life Insurance Co	Melville	NY	01/2004	Present
Nylife Securities Llc	Melville	NY	03/2004	Present
Wealth Conservation Group, Inc.	Melville	NY	12/2017	Present
Eagle Strategies Llc	Melville	NY	12/2020	Present

01/2004 → Present

New York Life Insurance Co

Melville, NY
03/2004 → Present

Nylife Securities Llc

Melville, NY
12/2017 → Present

Wealth Conservation Group, Inc.

Melville, NY
12/2020 → Present

Eagle Strategies Llc

Melville, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] [OPERATING UNDER THE DBA NAME OF WEALTH CONSERVATION GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 12/2017]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-03
S63	Uniform Securities Agent State Law Examination	2004-09-09

S66 Uniform Combined State Law Examination

2020-11-03
S63 Uniform Securities Agent State Law Examination

2004-09-09