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Allison Jane Metheny

Eagle Strategies LLC

Santa Rosa, CA

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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_RES 2026-01-30
CA RA APPROVED 2020-10-21
  • TX RA
    APPROVED_RES
    Since 2026-01-30
  • CA RA
    APPROVED
    Since 2020-10-21

Branch Locations

2455 Bennett Valley Rd Suite B200, Santa Rosa, CA 95404 • 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
Sonoma State University Rohnert Park CA 08/2013 05/2017
Salmon Felte Insurance Santa Rosa CA 06/2016 09/2017
New York Life Insurance Company Roseville CA 03/2017 07/2017
Nylife Securities Llc Roseville CA 03/2017 07/2017
Salmon Felte Insurance Santa Rosa CA 09/2017 10/2017
Salmon Felte Insurance Santa Rosa CA 10/2017 Present
Nylife Securities Llc Roseville CA 10/2017 05/2019
Nylife Securities Llc Roseville CA 09/2019 Present
Eagle Strategies Llc Santa Rosa CA 10/2020 Present
Three Groves Insurance & Financial Services Llc Santa Rosa CA 09/2024 Present
  • 08/2013 → 05/2017
    Sonoma State University
    Rohnert Park, CA
  • 06/2016 → 09/2017
    Salmon Felte Insurance
    Santa Rosa, CA
  • 03/2017 → 07/2017
    New York Life Insurance Company
    Roseville, CA
  • 03/2017 → 07/2017
    Nylife Securities Llc
    Roseville, CA
  • 09/2017 → 10/2017
    Salmon Felte Insurance
    Santa Rosa, CA
  • 10/2017 → Present
    Salmon Felte Insurance
    Santa Rosa, CA
  • 10/2017 → 05/2019
    Nylife Securities Llc
    Roseville, CA
  • 09/2019 → Present
    Nylife Securities Llc
    Roseville, CA
  • 10/2020 → Present
    Santa Rosa, CA
  • 09/2024 → Present
    Three Groves Insurance & Financial Services Llc
    Santa Rosa, CA
Other Businesses

[Alpha Gamma Delta (Sonoma State Chapter); foster a love leadership in young women and help support the cause of fighting hunger. Encourage sisterhood amongst its members; 1801 E Cotati Ave, Rohnert Park, CA 94928; Start Date 10/2023; Role/Title: New Member Experience Advisor; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours; help and encourage leadership among colleigate women, help faciliate new member meetings and lesson plans for the semester. Helps new member colliegate director with the new members and their education] [OPERATING UNDER THE DBA NAME OF SalmonFelte Insurance and Financial Services FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; SANTA ROSA, CA; START DATE: 10/2017] [OPERATING UNDER THE DBA NAME OF Three Groves Insurance & Financial Services LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; SANTA ROSA, CA; START DATE: 09/2024]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-01
  • S66 Uniform Combined State Law Examination
    2020-09-01
Other Names
  • Allison J Metheny
  • Allie Metheny

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