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Paul James Crookston

Eagle Strategies LLC

Kaysville, UT

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-01-05
  • UT RA
    APPROVED
    Since 2023-01-05

Branch Locations

283 N 300 W Suite 504, Kaysville, UT 84037 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Salt Lake City UT 05/2004 Present
Nylife Securities Inc. Salt Lake City UT 05/2005 Present
Eagale Strategies Llc Kaysville UT 01/2023 Present
Clarity Financial Llc Kaysville UT 10/2025 Present
  • 05/2004 → Present
    New York Life Insurance Company
    Salt Lake City, UT
  • 05/2005 → Present
    Nylife Securities Inc.
    Salt Lake City, UT
  • 01/2023 → Present
    Eagale Strategies Llc
    Kaysville, UT
  • 10/2025 → Present
    Clarity Financial Llc
    Kaysville, UT
Other Businesses

[COMMERCIAL FISHING; ASSISTING FAMILY MEMBERS WITH A SEASONAL COMMERCIAL FISHING OPERATION.; 42321 N COOK INLET REM KENAI, AK 99611; START DATE 07/2014; ROLE/TITLE: INDEPENDENT CONTRACTOR; NOT INVESTMENT RELATED; 9 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; I'm subleasing the back section of my office to an accountant. This is a separate space that is not shared.; 283 N 300 W Ste 504 Kaysville UT 84037; Start Date 01/2024; Role/Title: sublessor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Clarity Financial LLC; The terms of my office lease requires that I have an LLC to become the leaseholder. The city of Kaysville Utah also requires a business license to have access to the utilities. I have formed this LLC to satisfy these requirements.; 283 N 300 W Ste 504, Kaysville, Utah, 84037; Start Date 02/2023; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CLARITY FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (KAYSVILLE, UT); START DATE: 10/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 283 N 300 W Ste 504 Kaysville, UT 84037; Start Date 03/2026; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 8 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-21
S63 Uniform Securities Agent State Law Examination 2005-09-21
  • S65 Uniform Investment Adviser Law Examination
    2022-12-21
  • S63 Uniform Securities Agent State Law Examination
    2005-09-21

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