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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 2012-06-13
  • TX RA
    APPROVED
    Since 2012-06-13

Branch Locations

21720 Hardy Oak Blvd Suite 85, San Antonio, TX 78258 • 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 San Antonio TX 05/2007 Present
Nylife Securities Llc San Antonio TX 06/2007 Present
Eagle Strategies Llc San Antonio TX 06/2012 Present
Atlas Retirement Strategies, Llc San Antonio TX 03/2014 Present
  • 05/2007 → Present
    New York Life Insurance Company
    San Antonio, TX
  • 06/2007 → Present
    Nylife Securities Llc
    San Antonio, TX
  • 06/2012 → Present
    San Antonio, TX
  • 03/2014 → Present
    Atlas Retirement Strategies, Llc
    San Antonio, TX
Other Businesses

[OPERATING UNDER THE DBA NAME OF ATLAS RETIREMENT STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; SAN ANTONIO, TX; START DATE: 03/2014] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 8000 IH-10 West, Suite 800, San Antonio, TX 78230; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Property and Casualty Sales; I am licensed to sell P&C insurance, it is not an immediate part of my practice, but I do want to retain the license.; 8000 IH-10 West, Suite 800 San Antonio, TX 78230; Start Date 11/2019; Role/Title: Insurance Broker; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours][San Antonio Life Academy; An adult learning/activity center for individuals with intellectual or developmental disabilities; 308 Mt Calvary Dr. San Antonio Texas 78209; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; help with the growth of the organization and assist with community activities with the participants]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-23
S63 Uniform Securities Agent State Law Examination 2007-10-04
  • S66 Uniform Combined State Law Examination
    2012-05-23
  • S63 Uniform Securities Agent State Law Examination
    2007-10-04

View on SEC IAPD

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