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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-10
  • OH RA
    APPROVED
    Since 2025-02-10

Branch Locations

521 South Main Street Suite 200, Findlay, OH 45840 • 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 Maumee OH 11/2019 Present
Nylife Securities, Llc Maumee OH 01/2020 Present
New York Life Insurance Company Manchester NH 10/2016 10/2019
New York Life Insurance Company New York NY 09/2015 10/2016
Eagle Strategies Llc Findlay OH 02/2025 Present
  • 11/2019 → Present
    New York Life Insurance Company
    Maumee, OH
  • 01/2020 → Present
    Nylife Securities, Llc
    Maumee, OH
  • 10/2016 → 10/2019
    New York Life Insurance Company
    Manchester, NH
  • 09/2015 → 10/2016
    New York Life Insurance Company
    New York, NY
  • 02/2025 → Present
    Findlay, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-06
S63 Uniform Securities Agent State Law Examination 2021-01-29
  • S66 Uniform Combined State Law Examination
    2025-02-06
  • S63 Uniform Securities Agent State Law Examination
    2021-01-29

View on SEC IAPD

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