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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-12-17
  • HI RA
    APPROVED
    Since 2025-12-17

Branch Locations

733 Bishop Street Suite 2200, Honolulu, HI 96813 • 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 Honolulu HI 05/2021 Present
University Of San Francisco San Francisco CA 09/2016 12/2019
Pieology Pizzeria Honolulu HI 06/2016 09/2016
Unemployed Honolulu HI 01/2020 02/2020
Surfco Hawaii Honolulu HI 02/2020 03/2020
Unemployed Honolulu HI 04/2020 01/2021
Surfco Hawaii Honolulu HI 01/2021 02/2021
Unemployed Honolulu HI 02/2021 05/2021
Nylife Securities Llc Honolulu HI 10/2021 Present
Eagle Strategies Llc Honolulu HI 12/2025 Present
Hipac Financial Honolulu HI 03/2026 Present
  • 05/2021 → Present
    New York Life Insurance Company
    Honolulu, HI
  • 09/2016 → 12/2019
    University Of San Francisco
    San Francisco, CA
  • 06/2016 → 09/2016
    Pieology Pizzeria
    Honolulu, HI
  • 01/2020 → 02/2020
    Unemployed
    Honolulu, HI
  • 02/2020 → 03/2020
    Surfco Hawaii
    Honolulu, HI
  • 04/2020 → 01/2021
    Unemployed
    Honolulu, HI
  • 01/2021 → 02/2021
    Surfco Hawaii
    Honolulu, HI
  • 02/2021 → 05/2021
    Unemployed
    Honolulu, HI
  • 10/2021 → Present
    Nylife Securities Llc
    Honolulu, HI
  • 12/2025 → Present
    Honolulu, HI
  • 03/2026 → Present
    Hipac Financial
    Honolulu, HI
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 733 Bishop St. Suite 2200, Honolulu, HI 96813; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HIPAC FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (HONOLULU, HI); START DATE: 03/2026]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-12
S63 Uniform Securities Agent State Law Examination 2021-12-06
  • S65 Uniform Investment Adviser Law Examination
    2025-12-12
  • S63 Uniform Securities Agent State Law Examination
    2021-12-06

View on SEC IAPD

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