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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-02
NY RA APPROVED 2024-03-19
  • NJ RA
    APPROVED
    Since 2026-02-02
  • NY RA
    APPROVED
    Since 2024-03-19

Branch Locations

1000 South Avenue Suite 101, Staten Island, NY 10314 • 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 Edison NJ 03/2020 Present
New York Life Insurance Co Edison NJ 11/2018 Present
Lithia Motors Old Bridge NJ 04/2016 03/2019
Eagle Strategies Llc Staten Island NY 03/2024 Present
  • 03/2020 → Present
    Nylife Securities Llc
    Edison, NJ
  • 11/2018 → Present
    New York Life Insurance Co
    Edison, NJ
  • 04/2016 → 03/2019
    Lithia Motors
    Old Bridge, NJ
  • 03/2024 → Present
    Staten Island, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
S63 Uniform Securities Agent State Law Examination 2020-09-21
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
  • S63 Uniform Securities Agent State Law Examination
    2020-09-21

View on SEC IAPD

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