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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 2017-07-12
  • TX RA
    APPROVED
    Since 2017-07-12

Branch Locations

5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244 • United States

Dallas, TX • 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 01/2015 Present
New York Life Insurance Company Dallas TX 12/2014 Present
Eagle Strategies Llc Dallas TX 07/2017 Present
Mogul Wealth Strategies Llc Frisco TX 10/2018 04/2023
Forge & Link Financial Group, Llc Dallas TX 04/2023 Present
  • 01/2015 → Present
    Nylife Securities Llc
    Dallas, TX
  • 12/2014 → Present
    New York Life Insurance Company
    Dallas, TX
  • 07/2017 → Present
    Dallas, TX
  • 10/2018 → 04/2023
    Mogul Wealth Strategies Llc
    Frisco, TX
  • 04/2023 → Present
    Forge & Link Financial Group, Llc
    Dallas, TX
Other Businesses

[Acting; Acting in television, film and theatre; 6262 Swiss Avenue, Unit B, Dallas, TX 75214; Start Date 12/2007; Role/Title: Independent Contractor; Not Investment Related; 20 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FORGE & LINK FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 04/2023] [Ezelle & White Holdings, LLC; run shared expenses; 5005 LBJ Freeway, Suite 1600, Dallas, TX 75244; Start Date 10/2023; Role/Title: Owner; Investment Related; 160 hours per month; 160 hours per month during securities trading hours; Owner and Partner in Forge & Link Financial Group] [Ezelle Wealth Management, LLC; Business ownership of Ezelle & White Holdings, LLC; 6262 Swiss Ave, Unit B, Dallas, TX 75214; Start Date 10/2023; Role/Title: Owner; Investment Related; 160 hours per month; 160 hours per month during securities trading hours] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5005 LBJ Freeway, Suite 1600, Dallas, TX 75244; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-28
S63 Uniform Securities Agent State Law Examination 2015-06-09
  • S66 Uniform Combined State Law Examination
    2017-06-28
  • S63 Uniform Securities Agent State Law Examination
    2015-06-09

View on SEC IAPD

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