Curtis Woodard

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Ny Life Securities Llc
  Dallas, TX
• 03/2026 → Present
  New York Life Insurance Company
  Dallas, TX
• 08/2016 → 01/2019
  Td Ameritrade
  Southlake, TX
• 01/2019 → 03/2020
  Lamar National Bank
  Plano, TX
• 01/2020 → 04/2021
  Copart
  Dallas, TX
• 05/2021 → 07/2022
  Thryv
  Dallas, TX
• 07/2022 → 09/2024
  Kyriba
  Dallas, TX
• 08/2025 → 01/2026
  Soltis Investment Advisors Llc
  Southlake, TX
• 09/2024 → 08/2025
  Aspen Landing
  Dalls, TX
• 06/2026 → Present
  Eagale Strategies Llc
  Dallas, TX

Previous Registrations

• 2025-10-01 → 2026-01-20
  Soltis Investment Advisors, Llc
  Southlake, TX
• 2016-09-09 → 2019-01-14
  Td Ameritrade, Inc.
  Southlake, TX
  Plano, TX
• 2016-09-09 → 2019-01-14
  Td Ameritrade Investment Management, Llc
  Southlake, TX
  Plano, TX
• 2013-08-20 → 2016-08-16
  Morgan Stanley
  Dallas, TX
• 2010-01-01 → 2013-08-06
  Strategic Advisers Llc
  Westlake, TX
  Albuquerque, NM

Other Businesses

[Aspen Landing LLC; real estate development; 501 St Lukes dr Richardson TX 75080; start 09/2024; rental income; 40% owner; 5 hours per month, 0 hours during securities trading hours; real estate related] [Insurance brokering; appointed with outside carriers for the purpose of brokering non-registered products; 5005 LBJ Fwy Suite 1600 Dallas, TX 75244; Start March 26 2026; Insurance broker; commissions; 10 hrs a month, 5 hours during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-20
• S66 Uniform Combined State Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  2007-06-21

Other Names

• Curtis Woodard
• Curtis J Woodard
• Curtis J Woodard