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Zachary Fred Tally

Eagle Strategies LLC

Dallas, TX

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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 2022-05-24
  • TX RA
    APPROVED
    Since 2022-05-24

Branch Locations

5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75229 • 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 Dallas TX 06/2012 Present
New York Life Insurance Co Dallas TX 06/2012 Present
Cypress Legacy Group Dallas TX 02/2016 07/2018
Eagle Strategies Llc Dallas TX 05/2022 Present
  • 06/2012 → Present
    Nylife Securities Llc
    Dallas, TX
  • 06/2012 → Present
    New York Life Insurance Co
    Dallas, TX
  • 02/2016 → 07/2018
    Cypress Legacy Group
    Dallas, TX
  • 05/2022 → Present
    Dallas, TX
Other Businesses

[Branding Entrepreneurship content; Working with a marketing agency to create content around entrepreneurship / growing & scaling a business / leadership / etc. to grow branding footprint. Not about product or NYL.; 5005 LBJ Fwy #1600, Dallas, TX 75244; Start Date 08/2026; Role/Title: Educator/Instructor; Not Investment Related; 6 hours per month; 4 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-19
S63 Uniform Securities Agent State Law Examination 2012-07-09
  • S66 Uniform Combined State Law Examination
    2022-04-19
  • S63 Uniform Securities Agent State Law Examination
    2012-07-09

View on SEC IAPD

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