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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-08-22
  • AL RA
    APPROVED
    Since 2022-08-22

Branch Locations

2311 Highland Avenue South Suite 100, Birmingham, AL 35205 • United States

28380 Highway 75 South, Oneonta, AL 35121 • 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 Birmingham AL 01/2015 Present
New York Life Ins Co Birmingham AL 11/2014 Present
Wilson & Associates Birmingham AL 08/2019 Present
Eagle Strategies Llc Birmingham AL 08/2022 Present
Wilson, Gregory & Henderson, Llc Birmingham AL 03/2025 Present
  • 01/2015 → Present
    Nylife Securities Llc
    Birmingham, AL
  • 11/2014 → Present
    New York Life Ins Co
    Birmingham, AL
  • 08/2019 → Present
    Wilson & Associates
    Birmingham, AL
  • 08/2022 → Present
    Birmingham, AL
  • 03/2025 → Present
    Wilson, Gregory & Henderson, Llc
    Birmingham, AL
Other Businesses

BROKER LIFE INSURANCE, ANNUITIES, LONG TERM CARE INSURANCE, HEALTH INSURANCE, DISABILITY INCOME INSURANCE AND GROUP INSURANCE. 28380 STATE HIGHWAY 75 ONEONTA, AL 35121 - STARTED 11/2014 - ALL COMPENSATION WILL BE COMMISSIONS- NOT A DBA - WILL SPEND NO MORE THAN 10 HOURS DURING BUSINESS TIMES PER MONTH. [OPERATING UNDER THE DBA NAME OF WILSON & ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BIRMINGHAM, AL; START DATE: 08/2019] [DD&B Properties; Office building used for office space ; 28380 State Highway 75, Oneonta, AL 35121; Start Date 02/2023; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; maintain building and payment of bills for maintenance and ownership][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 28380 State Hwy 75, Oneonta, AL 35121; Start Date 10/2024; Role/Title: Partner; Investment Related; 60 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Wilson, Gregory & Henderson, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Owner; BIRMINGHAM, AL; START DATE: 03/2025]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-10
S63 Uniform Securities Agent State Law Examination 2015-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-08-10
  • S63 Uniform Securities Agent State Law Examination
    2015-02-18

View on SEC IAPD

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