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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-10-18
  • FL RA
    APPROVED
    Since 2016-10-18

Branch Locations

3000 Bayport Drive Suite 1100, Tampa, FL 33607 • 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 Tampa FL 06/2008 Present
New York Life Insurance Company Tampa FL 08/2011 Present
Eagle Strategies Llc Tampa FL 10/2016 Present
  • 06/2008 → Present
    Nylife Securities Llc
    Tampa, FL
  • 08/2011 → Present
    New York Life Insurance Company
    Tampa, FL
  • 10/2016 → Present
    Tampa, FL
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3000 Bayport Dr, Suite 1100 Tampa FL 33607; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-01
S63 Uniform Securities Agent State Law Examination 2011-06-15
  • S66 Uniform Combined State Law Examination
    2016-10-01
  • S63 Uniform Securities Agent State Law Examination
    2011-06-15

View on SEC IAPD

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