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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 2019-03-25
  • TX RA
    APPROVED
    Since 2019-03-25

Branch Locations

2800 W Trenton Rd Suite 2812-A, Edinburg, TX 78539 • 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
Nyllife Securities Llc Corpus Christi TX 06/2008 Present
New York Life Insurance Co Corpus Christi TX 11/2007 Present
Eagle Strategies Llc Edinburg TX 03/2019 Present
  • 06/2008 → Present
    Nyllife Securities Llc
    Corpus Christi, TX
  • 11/2007 → Present
    New York Life Insurance Co
    Corpus Christi, TX
  • 03/2019 → Present
    Edinburg, TX
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [RENTAL PROPERTY; 2012 VICTORIA ST, HIDALGO, TX 78577; ROLE/ TITLE: OWNER] [THE ECONOMIC DEVELOPMENT COMMITTEE OF THE OF HIDALGO; APPROVE BUDGET FOR THE YEAR, APPROVE PURCHASES, LISTEN TO THE PUBLICS INTEREST, BRINGING IN NEW BUSINESSES (STORES, FRANCHISES RESTAURANTS), WORK CLOSELY WITH HIDALGO CHAMBER OF COMMERCE.; 611 EAST COMA AVENUE HIDALGO, TX; START DATE 09/2014; ROLE/TITLE: PRESIDENT; NOT INVESTMENT RELATED; 15 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [RG SERVICES; WIFE DOES INCOME TAX FILING AND NOTARY PUBLIC; 2521 E. JARILLA AVE., HIDALGO, TX 78557; START DATE 03/2015; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
S63 Uniform Securities Agent State Law Examination 2009-07-28
  • S66 Uniform Combined State Law Examination
    2019-03-04
  • S63 Uniform Securities Agent State Law Examination
    2009-07-28
Other Names
  • Gilberto Perez,Jr.

View on SEC IAPD

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