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Kristin Mathis Christofferson

Eagle Strategies LLC

Greenville, SC

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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 2016-04-21
SC RA APPROVED 2014-12-15
  • TX RA
    APPROVED
    Since 2016-04-21
  • SC RA
    APPROVED
    Since 2014-12-15

Branch Locations

337 Prado Way, Greenville, SC 29607 • 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 Greenville SC 02/2012 Present
New York Life Insurance Company Greenville SC 10/2011 Present
Eagle Strategies Llc Greenville SC 12/2014 Present
Wyatt Brothers Financial Llc Greenville SC 03/2015 Present
  • 02/2012 → Present
    Nylife Securities Llc
    Greenville, SC
  • 10/2011 → Present
    New York Life Insurance Company
    Greenville, SC
  • 12/2014 → Present
    Greenville, SC
  • 03/2015 → Present
    Wyatt Brothers Financial Llc
    Greenville, SC
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 337 Prado Way, Greenville, SC 29607; Start Date 03/2017; Role/Title: Insurance Broker; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Christofferson and Company LLC - Dormant; There is no current intended use for this LLC. It was established to hold future potential investment assets and/or real estate.; 209 Chelsea Lane Greer, SC 29650; Start Date 10/2020; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WYATT BROTHERS FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ADDRESS: GREENVILLE, SC; START DATE: 03/2015] [KPT Ventures, LLC; The LLC is to hold the purchased property; 337 Prado Way Greenville, SC 29607; Start Date 06/2024; 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 2014-11-20
S63 Uniform Securities Agent State Law Examination 2012-04-23
  • S66 Uniform Combined State Law Examination
    2014-11-20
  • S63 Uniform Securities Agent State Law Examination
    2012-04-23
Other Names
  • Christofferson Kristin
  • Kristen Mathis Christofferson

View on SEC IAPD

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