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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

9273 Kellogg Road, New Hartford, NY 13413-5590 • 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
Utica College Utica NY 01/2015 Present
New York Life Insurance Company New Hartford NY 04/2015 Present
Nylife Securities Llc New Hartford NY 05/2015 Present
Nelson Financial Group New Hartford NY 10/2016 07/2017
Nelson & Strife Financial Group New Hartford NY 07/2017 Present
Eagle Strategies Llc New Hartford NY 02/2018 Present
Crystal Clear Financial Group, Llc New Hartford NY 01/2021 Present
  • 01/2015 → Present
    Utica College
    Utica, NY
  • 04/2015 → Present
    New York Life Insurance Company
    New Hartford, NY
  • 05/2015 → Present
    Nylife Securities Llc
    New Hartford, NY
  • 10/2016 → 07/2017
    Nelson Financial Group
    New Hartford, NY
  • 07/2017 → Present
    Nelson & Strife Financial Group
    New Hartford, NY
  • 02/2018 → Present
    New Hartford, NY
  • 01/2021 → Present
    Crystal Clear Financial Group, Llc
    New Hartford, NY
Other Businesses

[UTICA COLLEGE; NOT INVESTMENT RELATED; 1600 BURRSTONE ROAD UTICA, NY 13502; COLLEGE, EMPLOYEE/PROFESSOR; START DATE: 01/2015; 20 HOURS PER MONTH, 0 DURING TRADING HOURS; TEACH 1 CLASS A WEEK AT NIGHT IN HISTORY] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 9273 Kellogg Road, New Hartford, NY 13413; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF NELSON & STRIFE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NEW HARTFORD, NY; START DATE: 07/2017] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR 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; NEW HARTFORD, NY; START DATE: 01/2021]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-28
  • S63 Uniform Securities Agent State Law Examination
    2015-05-28
Designations

View on SEC IAPD

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