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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-01 |
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
389 Deale Rd Building 13 Suite C, Traceys Landing, MD 20779 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Annapolis | MD | 10/2007 | Present |
| Nylife Securities Llc | Annapolis | MD | 04/2011 | Present |
| Eagle Strategies Llc | Annapolis | MD | 06/2015 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 10/2007; 389 DEALE RD BUILDING 13 STE C TRACYS LANDING MD 20779 ]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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