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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-13
  • PA RA
    APPROVED
    Since 2023-12-13

Branch Locations

101 Alwine Road Suite 210, Saxonburg, PA 16056 • 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
Olewine Financial Group, Llc D/B/A Olewine Financial Group Saxonburg PA 06/2026 Present
Chowan University Murfreesboro NC 08/2011 12/2018
New York Life Insurance Co Pittsburgh PA 03/2019 Present
Nylife Securities Llc Pittsburgh PA 04/2019 Present
College Board New York NY 07/2017 09/2019
Edifi Financial Saxonburg PA 05/2023 Present
Eagle Strategies Llc Saxonburg PA 12/2023 Present
Dream Big Wealth Strategies, Llc Saxonburg PA 06/2024 06/2026
  • 06/2026 → Present
    Olewine Financial Group, Llc D/B/A Olewine Financial Group
    Saxonburg, PA
  • 08/2011 → 12/2018
    Chowan University
    Murfreesboro, NC
  • 03/2019 → Present
    New York Life Insurance Co
    Pittsburgh, PA
  • 04/2019 → Present
    Nylife Securities Llc
    Pittsburgh, PA
  • 07/2017 → 09/2019
    College Board
    New York, NY
  • 05/2023 → Present
    Edifi Financial
    Saxonburg, PA
  • 12/2023 → Present
    Saxonburg, PA
  • 06/2024 → 06/2026
    Dream Big Wealth Strategies, Llc
    Saxonburg, PA
Other Businesses

[Ladies Auxiliary to the Butler Township Volunteer Fire District; This organization supports the local department through fundraisers. They also support other local charitable events.; 121 Spark Ave, Butler, PA 16001; Start Date 09/2019; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours;I am currently operating as VP. In this role, I oversee and organize all of the fundraisers, such as a craft show and farm toy show] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 225 W Station Square Dr, Ste 300, Pittsburgh, PA 15219; 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 EDIFI FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SAXONBURG, PA); START DATE:(05/2023] [MDRT US Community Leaders; We engage US members of MDRT.; 325 West Touhy Ave, Park Ridge, IL 60068-4265; Start Date 09/2024; Role/Title: Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Golden Tornado Scholastic Foundation; Board member for this foundation. ; 110 Campus Ln., Butler, PA 16001; Start Date 08/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; voting member] [OPERATING UNDER THE DBA NAME OF OLEWINE FINANCIAL GROUP, LLC D/B/A OLEWINE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SAXONBURG PA; START DATE: 06/2026]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-11
S63 Uniform Securities Agent State Law Examination 2019-08-15
  • S65 Uniform Investment Adviser Law Examination
    2023-12-11
  • S63 Uniform Securities Agent State Law Examination
    2019-08-15

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