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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 2021-12-03
WA RA APPROVED 2007-08-09
  • TX RA
    APPROVED_RES
    Since 2021-12-03
  • WA RA
    APPROVED
    Since 2007-08-09

Branch Locations

103 Main Ave S Suite 212, North Bend, WA 98045 • 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
New York Life Insurance Company Bellevue WA 12/2004 Present
Nylife Securities Llc Bellevue WA 02/2005 Present
Eagle Strategies Llc Bellevue WA 08/2007 Present
Weaver Financial, Llc North Bend WA 07/2012 Present
  • 12/2004 → Present
    New York Life Insurance Company
    Bellevue, WA
  • 02/2005 → Present
    Nylife Securities Llc
    Bellevue, WA
  • 08/2007 → Present
    Bellevue, WA
  • 07/2012 → Present
    Weaver Financial, Llc
    North Bend, WA
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMPENSATION: COMMISSIONS2 HOURS/MONTH; DBA: WEAVER FINANCIAL, LLC; TITLE: FINANCIAL ADVISOR; 401 BALLARAT AVENUE NORTH SUITE 103 NORTH BEND, WA 98045]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-06
S63 Uniform Securities Agent State Law Examination 2005-02-23
  • S66 Uniform Combined State Law Examination
    2007-08-06
  • S63 Uniform Securities Agent State Law Examination
    2005-02-23

View on SEC IAPD

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