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David Wayne Loe

Eagle Strategies LLC

Bixby, OK

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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 2011-04-21
OK RA APPROVED 2011-04-11
  • TX RA
    APPROVED
    Since 2011-04-21
  • OK RA
    APPROVED
    Since 2011-04-11

Branch Locations

13165 - B S. Memorial, Bixby, OK 74008 • 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
New York Life Insurance Company Tulsa OK 04/2007 Present
Nylife Securities Llc Tulsa OK 04/2007 Present
Eagle Strategies Llc Tulsa OK 04/2011 Present
  • 04/2007 → Present
    New York Life Insurance Company
    Tulsa, OK
  • 04/2007 → Present
    Nylife Securities Llc
    Tulsa, OK
  • 04/2011 → Present
    Eagle Strategies Llc
    Tulsa, OK
Other Businesses

INSURANCE BROKER FOR NON-REGISTERED PRODUCT SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-25
S63 Uniform Securities Agent State Law Examination 2007-08-04
  • S65 Uniform Investment Adviser Law Examination
    2011-03-25
  • S63 Uniform Securities Agent State Law Examination
    2007-08-04
Designations

View on SEC IAPD

Other Firms

BOK FINANCIAL SECURITIES, INC.
EDWARD JONES
ADVISOR RESOURCE COUNCIL
FOUNDERS FINANCIAL SECURITIES LLC
RELATION WEALTH MANAGEMENT, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

RICHARD DAVID STEINER
Ossie Patton
Wade Farquhar
Daniel Nathan Galante
Shawn Wayne Clagg
NICK CHARLES HOFFMANN
JOHN WHITNEY HUDSON
Jonathan R Haverfield

Other Offices

BOK FINANCIAL SECURITIES, INC. · Bixby, OK
EDWARD JONES · TULSA, OK
ADVISOR RESOURCE COUNCIL · Bixby, OK
FOUNDERS FINANCIAL SECURITIES LLC · Bixby, OK
EAGLE STRATEGIES LLC · TULSA, OK
EDWARD JONES · TULSA, OK
RELATION WEALTH MANAGEMENT, INC. · TULSA, OK
OSAIC WEALTH, INC. · TULSA, OK

More in Bixby, OK

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