Leighton Graham Whitehead

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2021-10-05

MS RA
APPROVED

Since 2021-10-05

Branch Locations

111 Grants Ferry Rd, Brandon, MS 39047 • 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

Organization	City	State	From	To
Hinds Community College	Pearl	MS	08/2016	08/2017
Mississippi State University	Starkville	MS	08/2017	12/2019
Phil Whitehead	Brandon	MS	12/2019	12/2020
New York Life Insurance Co.	Ridgeland	MS	01/2021	Present
Nylife Securities Llc	Ridgeland	MS	02/2021	Present
Eagle Strategies Llc	Brandon	MS	10/2021	Present
Whitehead Financial Group, Llc	Brandon	MS	12/2021	Present

08/2016 → 08/2017

Hinds Community College

Pearl, MS
08/2017 → 12/2019

Mississippi State University

Starkville, MS
12/2019 → 12/2020

Phil Whitehead

Brandon, MS
01/2021 → Present

New York Life Insurance Co.

Ridgeland, MS
02/2021 → Present

Nylife Securities Llc

Ridgeland, MS
10/2021 → Present

Eagle Strategies Llc

Brandon, MS
12/2021 → Present

Whitehead Financial Group, Llc

Brandon, MS

Other Businesses

[OPERATING UNDER THE DBA NAME OF WHITEHEAD FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BRANDON, MS; START DATE: 12/2021] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 111 Grants Ferry Rd, Brandon, MS 39047; Start Date 11/2023; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours][Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products.; 111 Grants Ferry Rd. Brandon, MS 39047; Start Date 11/2025; Role/Title: Owner; Investment Related; 10 hours per month; 5 hours per month during securities trading hours]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-10

S66 Uniform Combined State Law Examination

2021-09-10

View on SEC IAPD