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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_RES 2021-03-31
MA RA APPROVED 2016-08-22
  • TX RA
    APPROVED_RES
    Since 2021-03-31
  • MA RA
    APPROVED
    Since 2016-08-22

Branch Locations

975 Merriam Ave Suite 200, Leominster, MA 01453 • 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
Nyl Waltham MA 01/2013 Present
Nylife Securities Llc Waltham MA 03/2013 Present
Eagle Strategies Llc Waltham MA 08/2016 Present
Bright Future Financial, Llc Leominster MA 12/2018 Present
  • 01/2013 → Present
    Nyl
    Waltham, MA
  • 03/2013 → Present
    Nylife Securities Llc
    Waltham, MA
  • 08/2016 → Present
    Waltham, MA
  • 12/2018 → Present
    Bright Future Financial, Llc
    Leominster, MA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products-through GA Brookfield Partners; 201 Jones Road, 5th Floor, Waltham, MA, 02451; Start Date 07/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Jurs Montgomery Brokerage LLC; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 201 Jones Road, 5th Floor, Waltham, MA, 02451; Start Date 07/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BRIGHT FUTURE FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LEOMINSTER, MA; START DATE: 12/2018] [North Central Chamber of Commerce - Government Affairs Committee; North Central MA Chamber of Commerce - Government Affairs Committee members develop a list of potential and current legislation that the NCMCC staff should actively monitor as well as discuss the support or lack of support for each piece. ; 860 South Street, Fitchburg, MA, 01420; Start Date 01/2024; Role/Title: Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; develop a list of potential and current legislation that the NCMCC staff should actively monitor as well as discuss the support or lack of support for each piece.][NAIFA MA - Grass Roots Co-Chair; focus on federal grass roots efforts; 975 Merriam Ave, Suite 200, Leominster, MA, 01453; Start Date 01/2025; Role/Title: Board Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; advocate]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-02
S63 Uniform Securities Agent State Law Examination 2013-09-14
  • S65 Uniform Investment Adviser Law Examination
    2016-08-02
  • S63 Uniform Securities Agent State Law Examination
    2013-09-14

View on SEC IAPD

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