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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 2025-07-21
CA RA APPROVED 2025-03-18
  • TX RA
    APPROVED
    Since 2025-07-21
  • CA RA
    APPROVED
    Since 2025-03-18

Branch Locations

2999 Douglas Blvd Suite 350, Roseville, CA 95661 • United States

Grass Valley, CA • 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
New York Life Insurance Co Roseville CA 07/2012 Present
Nylife Securities Llc Roseville CA 01/2015 Present
Capital Edge Insurance & Financial Services Roseville CA 04/2016 Present
Eagle Strategies Llc Roseville CA 03/2025 Present
  • 07/2012 → Present
    New York Life Insurance Co
    Roseville, CA
  • 01/2015 → Present
    Nylife Securities Llc
    Roseville, CA
  • 04/2016 → Present
    Capital Edge Insurance & Financial Services
    Roseville, CA
  • 03/2025 → Present
    Roseville, CA
Other Businesses

[RENTAL PROPERTY; OWNER; INVESTMENT RELATED; START DATE 07/2011; 1 HOUER PER MONTH-No hours during securities hours; 1599 MOONSHADOW WAY LINCOLN CA 95648; manage the property-collect the rent] [OPERATING UNDER THE DBA NAME OF CAPITAL EDGE INSURANCE & FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; ROSEVILLE, CA; START DATE: 04/2016] [Insurance Brokering; Life insurance and retirement planning; 2999 Douglas Blvd Suite 350 Roseville CA 95661; Start Date 10/2016; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NYLARC Holding Company, Inc; NYLARC; 2999 douglas blvd suite 350 roseville ca 95661; Start Date 09/2019; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Cole County Estates HOA; Treasurer of our community HOA for our road maintenance in my community ; 24263 restive way Grass valley ca 95949; Start Date 01/2026; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; ensure everyone pays their annual dues]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-16
S63 Uniform Securities Agent State Law Examination 2015-03-16
  • S65 Uniform Investment Adviser Law Examination
    2025-03-16
  • S63 Uniform Securities Agent State Law Examination
    2015-03-16
Other Names
  • Crystal Gruelund
  • Crystal Snyder

View on SEC IAPD

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