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Erin Amelia Furman

Eagle Strategies LLC

Glendale, CA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-11
PA RA APPROVED 2018-08-01
  • CA RA
    APPROVED
    Since 2022-05-11
  • PA RA
    APPROVED
    Since 2018-08-01

Branch Locations

801 N Brand Blvd 14Th Floor, Glendale, CA 91203 • 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 Berwyn PA 03/2016 11/2017
New York Life Insurance Company Berwyn PA 01/2016 11/2017
Cumby Spencer & Associates Newtown Square PA 10/2017 10/2018
Nylife Securities Llc Newtown Square PA 12/2017 10/2018
Eagle Strategies Llc Horsham PA 08/2018 10/2018
New York Life Insurance Company Vienna VA 10/2018 02/2022
Nylife Securities Llc. Vienna VA 10/2018 02/2022
Eagle Strategies Llc Vienna VA 10/2018 02/2022
New York Life Insurance Company Glendale CA 02/2022 Present
Nylife Securities Llc Glendale CA 02/2022 Present
Eagle Strategies Llc. Glendale CA 02/2022 Present
  • 03/2016 → 11/2017
    Nylife Securities Llc
    Berwyn, PA
  • 01/2016 → 11/2017
    New York Life Insurance Company
    Berwyn, PA
  • 10/2017 → 10/2018
    Cumby Spencer & Associates
    Newtown Square, PA
  • 12/2017 → 10/2018
    Nylife Securities Llc
    Newtown Square, PA
  • 08/2018 → 10/2018
    Eagle Strategies Llc
    Horsham, PA
  • 10/2018 → 02/2022
    New York Life Insurance Company
    Vienna, VA
  • 10/2018 → 02/2022
    Nylife Securities Llc.
    Vienna, VA
  • 10/2018 → 02/2022
    Eagle Strategies Llc
    Vienna, VA
  • 02/2022 → Present
    New York Life Insurance Company
    Glendale, CA
  • 02/2022 → Present
    Nylife Securities Llc
    Glendale, CA
  • 02/2022 → Present
    Eagle Strategies Llc.
    Glendale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-13
S63 Uniform Securities Agent State Law Examination 2017-01-09
  • S66 Uniform Combined State Law Examination
    2018-07-13
  • S63 Uniform Securities Agent State Law Examination
    2017-01-09

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GLENDALE, CA
GOINGVCPARTNERS LLC · GLENDALE, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Glendale, CA
CITIGROUP GLOBAL MARKETS INC. · Glendale, CA
PERENNIAL FINANCIAL SERVICES · Glendale, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Glendale, CA
INTEGRITY ADVISORY SOLUTIONS · Glendale, CA
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