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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 2023-01-09
MS RA APPROVED 2021-10-29
TN RA APPROVED 2010-06-10
  • TX RA
    APPROVED_RES
    Since 2023-01-09
  • MS RA
    APPROVED
    Since 2021-10-29
  • TN RA
    APPROVED
    Since 2010-06-10

Branch Locations

2084 Old Taylor Road Suite 106, University Office Park, Oxford, MS 38655 • 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 Memphis TN 07/2008 Present
Nylife Securities Llc Memphis TN 07/2008 Present
Eagle Strategies Llc Memhis TN 06/2010 Present
Hh Strategies Llc Oxford MS 11/2019 Present
Crystal Clear Financial Group, Llc Oxford MS 05/2022 Present
  • 07/2008 → Present
    New York Life Insurance Company
    Memphis, TN
  • 07/2008 → Present
    Nylife Securities Llc
    Memphis, TN
  • 06/2010 → Present
    Memhis, TN
  • 11/2019 → Present
    Hh Strategies Llc
    Oxford, MS
  • 05/2022 → Present
    Crystal Clear Financial Group, Llc
    Oxford, MS
Previous Registrations
  • 2007-08-23 → 2008-06-18
    Waddell & Reed
    Memphis, TN
Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; 20 HOURS PER MONTH; START DATE 11/11; 2090 OLD TAYLOR ROAD STE 100 UNIVERSITY OFFICE PARK OXFORD MS 38655] [Wolf Ridge Farms LLC; It's going to be a hunting camp for myself and 2 other friends. Just for social purposes and enjoyment. we are not planning on doing any farming for profit on this property; 2090 Old Taylor Rd. Suite 100 Oxford, MS 38655; Start Date 05/2021; Role/Title: Partner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; [Wolf Ridge Farms LLC; It's going to be a hunting camp for myself and 2 other friends. Just for social purposes and enjoyment. we are not planning on doing any farming for profit on this property; 2090 Old Taylor Rd. Suite 100 Oxford, MS 38655; Start Date 05/2021; Role/Title: Partner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; OXFORD, MS; START DATE: 11/2019] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; OXFORD, MS; START DATE: 05/2022] [Oxford Park Commission; head coach. I am coaching my 5 yr old soccer team and also coaching my step daughter's 6 yr old soccer.; 328 Old Sardis Rd, Oxford, MS 38655; Start Date 08/2022; Role/Title: Coach; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-22
  • S66 Uniform Combined State Law Examination
    2007-08-22
Other Names
  • Heath Braswell Houston

View on SEC IAPD

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