Best Investors Account Sign in

Sarah Frances Foley

Eagle Strategies LLC

Spokane, WA

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-27
WA RA APPROVED 2023-07-25
  • TX RA
    APPROVED
    Since 2024-11-27
  • WA RA
    APPROVED
    Since 2023-07-25

Branch Locations

5727 Division Street Suite 8, Spokane, WA 99208 • 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
University Of North Carolina Wilmington Wilmington NC 08/2016 05/2020
Watermans Brewing Company Wilmington NC 03/2019 03/2020
Brio Tuscan Grille Charlotte NC 05/2017 08/2018
Kendrick Family Charlotte NC 05/2018 12/2018
New York Life Insurance Co. Spokane WA 06/2020 Present
Nylife Securities, Llc Spokane WA 09/2020 Present
Unemployed Matthews NC 05/2020 06/2020
Eagle Strategies Llc Spokane WA 07/2023 Present
Foley Financial Group Spokane WA 11/2023 Present
  • 08/2016 → 05/2020
    University Of North Carolina Wilmington
    Wilmington, NC
  • 03/2019 → 03/2020
    Watermans Brewing Company
    Wilmington, NC
  • 05/2017 → 08/2018
    Brio Tuscan Grille
    Charlotte, NC
  • 05/2018 → 12/2018
    Kendrick Family
    Charlotte, NC
  • 06/2020 → Present
    New York Life Insurance Co.
    Spokane, WA
  • 09/2020 → Present
    Nylife Securities, Llc
    Spokane, WA
  • 05/2020 → 06/2020
    Unemployed
    Matthews, NC
  • 07/2023 → Present
    Spokane, WA
  • 11/2023 → Present
    Foley Financial Group
    Spokane, WA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; 5727 N Division St Suite LL08 Spokane WA 99208; Start Date 09/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Foley Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SPOKANE WA; START DATE: 10/2023][Business Networking International; Volunteering to be in leadership for a networking organization. ; 2818 N Sullivan Ste 100 Spokane Valley WA 99216; Start Date 04/2025; Role/Title: Volunteer; Not Investment Related; 1.5 hours per month; 1.5 hours per month during securities trading hours; event host]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-17
S63 Uniform Securities Agent State Law Examination 2020-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-07-17
  • S63 Uniform Securities Agent State Law Examination
    2020-10-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor