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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-26
OH RA APPROVED 2012-12-11
  • TX RA
    APPROVED_RES
    Since 2021-05-26
  • OH RA
    APPROVED
    Since 2012-12-11

Branch Locations

Lakewood, OH • United States

238 E Garfield Rd, Aurora, OH 44202 • 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
New York Life Insurance Seven Hills OH 08/2012 Present
Nylife Securities Llc Seven Hills OH 08/2012 Present
Eagle Strategies Llc Seven Hills OH 12/2012 Present
Vines Financial Group, Llc D/B/A V Financial Partners Aurora OH 05/2017 Present
  • 08/2012 → Present
    New York Life Insurance
    Seven Hills, OH
  • 08/2012 → Present
    Nylife Securities Llc
    Seven Hills, OH
  • 12/2012 → Present
    Seven Hills, OH
  • 05/2017 → Present
    Vines Financial Group, Llc D/B/A V Financial Partners
    Aurora, OH
Other Businesses

[Ohio University Finance Advisory Council; The Finance Advisory Council (FAC) brings the professional and academic together by fostering communication between the faculty of the Finance Department and professionals. This ensures that the curriculum is up-to-date and meets students need.; Copeland Hall, Athens, OH 45701; Start Date 07/2016; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VINES FINANCIAL GROUP, LLC D/B/A V FINANCIAL PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; AURORA, OH; START DATE: 05/2017] [Insurance Brokering; LLC for outside commissions for brokered business relationships outside of New York Life post my TAS contract effective 11.3.15.; 329 New Hudson Rd, Aurora, OH 44202; Start Date 11/2015; Role/Title: Owner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Ciro Properties LLC ; Real Estate Property. LLC to purchase future real estate, commercial property only at this time. I am married to the sole owner of the LLC that was just formed. No properties owned at this time.; 329 New Hudson Rd, Aurora, OH 44202; Start Date 09/2024; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 07/2018; Role/Title: Officer; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; board member][Ally Exploration LLC; Oil & Natural Gas Drilling and Exploration.; 4480 Mt Hope Rd Ste B Williamsburg, MI 49690; Start Date 02/2025; Role/Title: Passive Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-06
  • S66 Uniform Combined State Law Examination
    2012-12-06

View on SEC IAPD

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