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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 2026-03-04
NJ RA APPROVED 2013-06-19
  • TX RA
    APPROVED_RES
    Since 2026-03-04
  • NJ RA
    APPROVED
    Since 2013-06-19

Branch Locations

379 Thornall Street Fl. 8, Edison, NJ 08823 • 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
Nylife Securities Llc Edison NJ 04/2008 Present
New York Life Insurance Co Edison NJ 11/2007 Present
Eagle Strategies Llc Edison NJ 06/2013 Present
  • 04/2008 → Present
    Nylife Securities Llc
    Edison, NJ
  • 11/2007 → Present
    New York Life Insurance Co
    Edison, NJ
  • 06/2013 → Present
    Edison, NJ
Other Businesses

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 370 Thornall St, 8th Floor, Edison, NJ 08837; Start Date 05/2015; Role/Title: Independent Contractor; Investment Related; 20 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-12
S63 Uniform Securities Agent State Law Examination 2009-05-22
  • S66 Uniform Combined State Law Examination
    2013-06-12
  • S63 Uniform Securities Agent State Law Examination
    2009-05-22

View on SEC IAPD

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