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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-02-01
  • VA RA
    APPROVED
    Since 2023-02-01

Branch Locations

4121 Cox Road Suite 200 , Glen Allen , VA 23060 • 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 Co. Roanoke VA 10/2020 Present
Fat Boys Wrecker Service Roanoke VA 12/2017 11/2020
Mitchells Service Center Roanoke VA 04/2010 02/2018
Radford University Advancement Radford VA 08/2015 12/2016
Radford University Radford VA 08/2012 12/2016
Nylife Securities Llc Roanoke VA 03/2021 Present
Eagle Strategies Llc Moneta VA 02/2023 Present
Country & Lake Life Financial Strategies, Llc Hardy VA 01/2024 Present
  • 10/2020 → Present
    New York Life Insurance Co.
    Roanoke, VA
  • 12/2017 → 11/2020
    Fat Boys Wrecker Service
    Roanoke, VA
  • 04/2010 → 02/2018
    Mitchells Service Center
    Roanoke, VA
  • 08/2015 → 12/2016
    Radford University Advancement
    Radford, VA
  • 08/2012 → 12/2016
    Radford University
    Radford, VA
  • 03/2021 → Present
    Nylife Securities Llc
    Roanoke, VA
  • 02/2023 → Present
    Moneta, VA
  • 01/2024 → Present
    Country & Lake Life Financial Strategies, Llc
    Hardy, VA
Other Businesses

[BNI Smith Mountain Lake Membership Committee; Local BNI group for networking and referrals with local business people.; 13840 Booker T Washington Hwy Suite A Moneta VA; Start Date 10/2022; Role/Title: Board Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Country & Lake Life Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Hardy, VA; START DATE: 01/2024] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 40 Village Springs Dr. Suite 21, Hardy, VA, 24101; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Property and Casualty Sales; Selling personal and commercial lines of property and casualty insurance; 40 Village Springs Dr. Suite 21 Hardy, VA 24101; Start Date 07/2024; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours][SML Rotary Club; President 2025-2026 The SML Rotary club helps serve the local non-profits in the Bedford and Franklin County VA areas. We also volunteer within the community.; 16 Bridgewater Point Pl, Moneta, VA 24121; Start Date 07/2024; Role/Title: Board Member; Not Investment Related; 20 hours per month; 4 hours per month during securities trading hours; working with the board members to decide on activities we should participate in, fundraisers we should hold, grants we can vote on. I will also be leading the monthly meetings.]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-05-07
  • S63 Uniform Securities Agent State Law Examination
    2021-05-07
Designations

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