Donald Marks

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-21
FL	RA	APPROVED	2024-07-31

TX RA
APPROVED

Since 2026-07-21
FL RA
APPROVED

Since 2024-07-31

Branch Locations

3000 Bayport Drive Suite 1100, Tampa, FL 33607 • United States

Land O Lakes, FL • 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
Nylife Securities Llc	Tampa	FL	06/2012	Present
New York Life Insurance Company	Tampa	FL	05/2012	Present
Ingram & Marks Financial Resources	Tampa	FL	04/2016	Present
Eagle Strategies Llc	Tampa	FL	07/2024	Present

06/2012 → Present

Nylife Securities Llc

Tampa, FL
05/2012 → Present

New York Life Insurance Company

Tampa, FL
04/2016 → Present

Ingram & Marks Financial Resources

Tampa, FL
07/2024 → Present

Eagle Strategies Llc

Tampa, FL

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; TAMPA GO (A23) - 3109 W. MLK BLVD, SUITE 300, TAMPA, FL 33607; START DATE 07/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF INGRAM & MARKS FINANCIAL RESOURCES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; TAMPA, FL; START DATE: 04/2016]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-25
S63	Uniform Securities Agent State Law Examination	2013-04-23

S65 Uniform Investment Adviser Law Examination

2024-07-25
S63 Uniform Securities Agent State Law Examination

2013-04-23