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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2024-01-08
  • VT RA
    APPROVED
    Since 2024-01-08

Branch Locations

56 West Twin Oaks Terrace Suite 1, South Burlington, VT 05403 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Endicott College Beverly MA 09/2015 05/2019
New York Life Insurance Company Colchester VT 07/2018 Present
Nylife Securities Llc Colchester VT 09/2018 Present
Naturals! Beverly MA 02/2018 06/2019
Scott Letcher Johnson VT 06/2016 09/2018
Eagle Strategies Llc Colchester VT 07/2021 Present
Hadley Financial Group Burlington VT 03/2023 Present
  • 09/2015 → 05/2019
    Endicott College
    Beverly, MA
  • 07/2018 → Present
    New York Life Insurance Company
    Colchester, VT
  • 09/2018 → Present
    Nylife Securities Llc
    Colchester, VT
  • 02/2018 → 06/2019
    Naturals!
    Beverly, MA
  • 06/2016 → 09/2018
    Scott Letcher
    Johnson, VT
  • 07/2021 → Present
    Colchester, VT
  • 03/2023 → Present
    Hadley Financial Group
    Burlington, VT
Other Businesses

[OPERATING UNDER THE DBA NAME OF Hadley Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BURLINGTON VT; START DATE: 03/2023] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 56 West Twin Oaks Terrace Suite 1 South Burlington, VT 05403; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Referring groups to AFLAC. Brokering insurance][Foxcroft Home Owners Association; Helping to run the HOA that I live in; 178 Hayes Ave South Burlington, VT 05403; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Rental Property; Renting a condo; 162 Hayes Ave South Burlington, VT 05403; Start Date 05/2026; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-14
S63 Uniform Securities Agent State Law Examination 2018-11-13
  • S66 Uniform Combined State Law Examination
    2021-07-14
  • S63 Uniform Securities Agent State Law Examination
    2018-11-13
Other Names
  • Cody Greene

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