David Brody

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-08

CA RA
APPROVED

Since 2026-01-08

Branch Locations

425 Market Street Suite 1800, San Francisco, CA 94105 • 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

Organization	City	State	From	To
New York Life Insurance Company	San Francisco	CA	04/2000	Present
Brody, Walsh & Brody Employee Benefits Insurance Services, Inc.	San Francisco	CA	03/2010	Present
Eagle Strategies Llc	San Francisco	CA	10/2012	Present

04/2000 → Present

New York Life Insurance Company

San Francisco, CA
03/2010 → Present

Brody, Walsh & Brody Employee Benefits Insurance Services, Inc.

San Francisco, CA
10/2012 → Present

Eagle Strategies Llc

San Francisco, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE BROKERS FOR THE PURPOSE OF SELLING NON-REGISTERED HEALTH INSURANCE PRODUCTS; UNDER DBA BRODY, WALSH & BRODY EMPLOYEE BENEFITS INSURANCE SERVICES, INC.]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-09
S63	Uniform Securities Agent State Law Examination	2000-07-06

S66 Uniform Combined State Law Examination

2012-10-09
S63 Uniform Securities Agent State Law Examination

2000-07-06

View on SEC IAPD

Current Employers

Eagle Strategies Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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