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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 2022-10-14
NY RA APPROVED 2021-08-03
PA RA APPROVED 2016-03-30
  • TX RA
    APPROVED_RES
    Since 2022-10-14
  • NY RA
    APPROVED
    Since 2021-08-03
  • PA RA
    APPROVED
    Since 2016-03-30

Branch Locations

New York Life Insurance 1 Old Main St, Trumansburg, NY 14886 • United States

737 Addison Road, Painted Post, NY 14870 • 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
Nylife Securities Llc Fairport NY 02/2016 Present
New York Life Insurance Company Fairport NY 01/2016 Present
Village Of Trumansburg Trumansburg NY 04/2007 Present
Eagle Strategies Llc Trumansburg NY 03/2016 Present
H&H Financial Group Trumansburg NY 03/2016 Present
  • 02/2016 → Present
    Nylife Securities Llc
    Fairport, NY
  • 01/2016 → Present
    New York Life Insurance Company
    Fairport, NY
  • 04/2007 → Present
    Village Of Trumansburg
    Trumansburg, NY
  • 03/2016 → Present
    Trumansburg, NY
  • 03/2016 → Present
    H&H Financial Group
    Trumansburg, NY
Other Businesses

[Wingman Tactical, LLC; 90 E. Main Street, Trumansburg, NY; started 05/01/2014; work 4 hours/month; as a business owner for firearms sales & repair, during non-trading hours] [Village of Trumansburg - Mayor; Municipality; 56 E Main St., Trumansburg, NY 14886; Start Date 04/2007; Role/Title: Board Member; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; responsible for oversight of all Village Departments and functions.] [OPERATING UNDER THE DBA NAME OF H&H FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; TRUMANSBURG, NY; START DATE: 03/2016] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;5 Washington St., Trumansburg, NY 14886; Start Date 08/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [NINETY EAST, LLC; Rental property held in legal entity, with myself and my wife as the only entity owners.; 90 E MAIN ST., TRUMANSBURG, NY 14886; Start Date 01/2021; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [H SQUARED PARTNERS, LLC; Commercial rental property ownership.; 1 W. Old Main St., Trumansburg, NY 14886; Start Date 01/2024; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-18
S63 Uniform Securities Agent State Law Examination 2008-02-09
  • S66 Uniform Combined State Law Examination
    2016-03-18
  • S63 Uniform Securities Agent State Law Examination
    2008-02-09

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