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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 2024-11-07
TX RA APPROVED 2024-11-07
  • PA RA
    APPROVED
    Since 2024-11-07
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

595 E. Swedesford Road Suite 300, Wayne, PA 19087 • 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 Bala Cynwyd PA 01/2020 Present
New York Life Insurance Company Bala Cynwyd PA 07/2019 Present
Bloomsburg University Bloomsburg PA 09/2015 05/2019
Eagle Strategies Llc Wayne PA 11/2024 Present
  • 01/2020 → Present
    Nylife Securities Llc
    Bala Cynwyd, PA
  • 07/2019 → Present
    New York Life Insurance Company
    Bala Cynwyd, PA
  • 09/2015 → 05/2019
    Bloomsburg University
    Bloomsburg, PA
  • 11/2024 → Present
    Wayne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
S63 Uniform Securities Agent State Law Examination 2021-10-21
  • S66 Uniform Combined State Law Examination
    2024-11-05
  • S63 Uniform Securities Agent State Law Examination
    2021-10-21

View on SEC IAPD

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