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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-08-04
  • CO RA
    APPROVED
    Since 2022-08-04

Branch Locations

215 Union Blvd Suite 200, Lakewood, CO 80228 • 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
Project Rise Fitness Denver CO 09/2018 02/2019
Colorado State University Fort Collins CO 01/2016 08/2018
Old Town Athletic Club Fort Collins CO 07/2016 05/2018
Pulcinella Pizzeria Fort Collins CO 10/2015 01/2017
Crossfit Cherry Creek Denver CO 09/2018 01/2019
New York Life Insurance Co. Denver CO 01/2019 Present
Nylife Securities Llc Denver CO 05/2019 Present
Noble Capital Group, Llc Denver CO 06/2022 01/2023
Eagle Strategies Llc Denver CO 08/2022 Present
Ethos Wealth Strategies Llc Denver CO 01/2023 09/2023
High Point Financial Group, Llc Denver CO 09/2023 Present
  • 09/2018 → 02/2019
    Project Rise Fitness
    Denver, CO
  • 01/2016 → 08/2018
    Colorado State University
    Fort Collins, CO
  • 07/2016 → 05/2018
    Old Town Athletic Club
    Fort Collins, CO
  • 10/2015 → 01/2017
    Pulcinella Pizzeria
    Fort Collins, CO
  • 09/2018 → 01/2019
    Crossfit Cherry Creek
    Denver, CO
  • 01/2019 → Present
    New York Life Insurance Co.
    Denver, CO
  • 05/2019 → Present
    Nylife Securities Llc
    Denver, CO
  • 06/2022 → 01/2023
    Noble Capital Group, Llc
    Denver, CO
  • 08/2022 → Present
    Denver, CO
  • 01/2023 → 09/2023
    Ethos Wealth Strategies Llc
    Denver, CO
  • 09/2023 → Present
    High Point Financial Group, Llc
    Denver, CO
Other Businesses

[CrossFit Cherry Creek, at 2422 S Trenton Way, Denver CO 80231. I started coaching and training here in September 2018. I receive Free Membership as compensation. I spend 8 total hours per month on this activity. Approximately 3 hours per month will be conducted during securities trading hours. I coach and lead fitness classes.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3200 Cherry Creek S Dr Suite 700 Denver, CO 80209; Start Date 07/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF High Point Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DENVER CO; START DATE: 08/2023] [Brandtship ; E Commerce Dropshipping. e-commerce store providing office supplies ; 2452 S Eagle Way Aurora CO 80014; Start Date 10/2023; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-11
S63 Uniform Securities Agent State Law Examination 2020-08-26
  • S66 Uniform Combined State Law Examination
    2022-07-11
  • S63 Uniform Securities Agent State Law Examination
    2020-08-26

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