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Diana May Jimenez

Eagle Strategies LLC

Lubbock, TX

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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 2025-03-20
  • TX RA
    APPROVED
    Since 2025-03-20

Branch Locations

6121 79Th St Unit B 104, Lubbock, TX 79424 • 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 Lubbock TX 03/2020 Present
New York Life Insurance Co Lubbock TX 02/2020 Present
Homemaker Lubbock TX 01/2011 02/2020
Eagle Strategies Llc Lubbock TX 03/2025 Present
Firm Foundation Wealth & Retirement Solutions Llc Lubbock TX 03/2026 Present
  • 03/2020 → Present
    Nylife Securities Llc
    Lubbock, TX
  • 02/2020 → Present
    New York Life Insurance Co
    Lubbock, TX
  • 01/2011 → 02/2020
    Homemaker
    Lubbock, TX
  • 03/2025 → Present
    Lubbock, TX
  • 03/2026 → Present
    Firm Foundation Wealth & Retirement Solutions Llc
    Lubbock, TX
Other Businesses

[Eagle Strategies LLC] [Britten Custom Cabinets, Inc (Dormant); 11562 Chapman Drive, Amarillo, TX 79118; dormant business; Owner; non investment related; no hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 6121 79th Street Unit A, Lubbock, TX 79424; Start Date 07/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Francis Rainey Chapter of The National Society of the Daughters of the American Revolution; Regent. This is a women's civic organization that engages in historic preservation, education and patriotism.; 4801 41st St, Lubbock, Texas, 79414; Start Date 08/2024; Role/Title: Officer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; oversee current and prospective volunteer opportunities for the chapter] [OPERATING UNDER THE DBA NAME OF FIRM FOUNDATION WEALTH & RETIREMENT SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (LUBBOCK, TX); START DATE: 03/2026]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 2020-09-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    2020-09-21
Other Names
  • Diana M Geisser
  • Diana M Chatman
  • Sassie M Chatman

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