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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-25
  • FL RA
    APPROVED
    Since 2025-09-25

Branch Locations

495 North Keller Road Suite 150, Maitland, FL 32751 • 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 Maitland FL 06/2021 Present
Aspired Consulting Orlando FL 08/2020 01/2021
Waystone Parnters Apopka FL 02/2017 01/2021
Altus Jobs Maitland FL 07/2013 02/2017
New York Life Insurance Company Maitland FL 04/2021 Present
Eagle Strategies Llc Maitland FL 09/2025 Present
  • 06/2021 → Present
    Nylife Securities Llc
    Maitland, FL
  • 08/2020 → 01/2021
    Aspired Consulting
    Orlando, FL
  • 02/2017 → 01/2021
    Waystone Parnters
    Apopka, FL
  • 07/2013 → 02/2017
    Altus Jobs
    Maitland, FL
  • 04/2021 → Present
    New York Life Insurance Company
    Maitland, FL
  • 09/2025 → Present
    Maitland, FL
Other Businesses

[Heroes Strong; This is an organization the supports the local policeman, firefighters, teachers, hospital workers, and overseas military.; 233 N. Hunt Club Blvd., Ste. 2021 Longwood FL 32779; Start Date 05/2021; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; treasurer. I had a board meeting this week and they gave me the full functions of what they want me to do. I will create a budget and they also want to give me check writing privileges, along with having my name on the bank account.] [BNI Networking; BNI is the leading networking group in the US. I actually was told today they want me to be the President of my specific group in Maitland. We meet on Zoom; 11525 N Community House Road Charlotte, NC 28277; Start Date 10/2022; Role/Title: President; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; managing the meeting each week ] [Piedmont Lakes HOA; The board for my HOA wants me to change my role to Treasurer. All checks written require 2 signatures.; 882 Jackson Avenue, Winter Park FL 32789; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; I will help balance the HOA budget and potentially write checks but all checks require 2 signatures.] [Trinity Baptist Church; Deacon at Church. The deacons meet once a month to talk about how things are going with the Church.; 1022 S Orange Blossom Trail, Apopka FL 32703; Start Date 12/2023; Role/Title: Deacon; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Trinity Baptist Church Trustee; Church; 1022 S Orange Blossom Trail, Apopka FL 32703; Start Date 11/2025; Role/Title: Trustee; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours[Seminole County Chamber; Networking; 1055 AAA Dr., Heathrow FL 32746; Start Date 05/2026; Role/Title: Committee Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; membership committee]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-22
S63 Uniform Securities Agent State Law Examination 2021-09-24
  • S65 Uniform Investment Adviser Law Examination
    2025-09-22
  • S63 Uniform Securities Agent State Law Examination
    2021-09-24

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