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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-23
  • GA RA
    APPROVED
    Since 2022-09-23

Branch Locations

3655 Brookside Parkway Suite 400, Alpharetta, GA 30022 • 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 Co. Jacksonville FL 08/2006 Present
Nylife Securities, Inc Jacksonville FL 10/2006 Present
Eagle Strategies Llc Alpharetta GA 09/2022 Present
  • 08/2006 → Present
    New York Life Insurance Co.
    Jacksonville, FL
  • 10/2006 → Present
    Nylife Securities, Inc
    Jacksonville, FL
  • 09/2022 → Present
    Alpharetta, GA
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5909 PEACHTREE DUNWOODY; START DATE 06/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-23
  • S63 Uniform Securities Agent State Law Examination
    2015-03-23
Designations
Other Names
  • Didi Wang
  • Wang Shu

View on SEC IAPD

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