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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75211-6115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 12/2022 | Present |
| New York Life Insurance Company | Dallas | TX | 02/2022 | Present |
| Howell Financial Group | Dallas | TX | 06/2019 | 11/2022 |
| Young Life Columbia | Columbia | MO | 08/2018 | 05/2019 |
| Kanakuk Kamps | Lampe | MO | 06/2017 | 07/2017 |
| University Of Missouri | Columbia | MO | 07/2015 | 05/2019 |
| Eagle Strategies Llc | Dallas | TX | 01/2024 | Present |
| Howell Financial Group | Dallas | TX | 03/2024 | Present |
[OPERATING UNDER THE DBA NAME OF HOWELL FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 03/2024]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-12 |
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