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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 2024-09-19
VA RA APPROVED 2024-09-19
  • TX RA
    APPROVED
    Since 2024-09-19
  • VA RA
    APPROVED
    Since 2024-09-19

Branch Locations

8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States

625 Elden Street Suite 203, Herndon, VA 20170 • 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 Vienna VA 05/2020 Present
Eldenstreet Financial, Llc D.B.A. Eldenstreet Financial Vienna VA 07/2015 08/2024
Eagle Strategies Llc Herndon VA 04/2021 Present
New York Life Insurance Company Herndon VA 09/2024 Present
Eagle Strategies Llc Herndon VA 09/2024 Present
Eldenstreet Financial, Llc D.B.A. Eldenstreet Financial Herndon VA 11/2024 Present
  • 05/2020 → Present
    Nylife Securities Llc
    Vienna, VA
  • 07/2015 → 08/2024
    Eldenstreet Financial, Llc D.B.A. Eldenstreet Financial
    Vienna, VA
  • 04/2021 → Present
    Herndon, VA
  • 09/2024 → Present
    New York Life Insurance Company
    Herndon, VA
  • 09/2024 → Present
    Herndon, VA
  • 11/2024 → Present
    Eldenstreet Financial, Llc D.B.A. Eldenstreet Financial
    Herndon, VA
Previous Registrations
Other Businesses

[OPERATING UNDER THE DBA NAME OF ELDENSTREET FINANCIAL, LLC D.B.A. ELDENSTREET FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; HERNDON VA; START DATE: 11/2024][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 625 EldenStreet, Suite 203, Herndon, VA 20170; Start Date 04/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][South Village Homeowners Association; Secretary on the board of the homeowners association. ; Keymont Community Management, 44927 George Washington Blvd, Ste 225 Ashburn, VA 20147; Start Date 04/2026; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Take meeting minutes and prepare an electronic monthly newsletter]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-16
  • S66 Uniform Combined State Law Examination
    2021-02-16

View on SEC IAPD

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