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Trisha Hutchinson Beharie

Eagle Strategies LLC

Glendale, CA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-23
  • CA RA
    APPROVED
    Since 2023-06-23

Branch Locations

801 N Brand Blvd Suite 1400, Glendale, CA 91311 • 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 Woodland Hills CA 06/2020 03/2025
New York Life Insurance Company Woodland Hills CA 08/2019 03/2025
Citrus Obstetrics & Gynecology Medical Associates, Inc. Monrovia CA 03/2009 08/2023
Eagle Strategies Llc Chatsworth CA 06/2023 03/2025
Jhb Management Chatsworth CA 07/2023 01/2024
Eagle Strategies Glendale CA 03/2025 Present
Nylife Securities Llc Glendale CA 03/2025 Present
New York Life Insurance Company Glendale CA 03/2025 Present
  • 06/2020 → 03/2025
    Nylife Securities Llc
    Woodland Hills, CA
  • 08/2019 → 03/2025
    New York Life Insurance Company
    Woodland Hills, CA
  • 03/2009 → 08/2023
    Citrus Obstetrics & Gynecology Medical Associates, Inc.
    Monrovia, CA
  • 06/2023 → 03/2025
    Chatsworth, CA
  • 07/2023 → 01/2024
    Jhb Management
    Chatsworth, CA
  • 03/2025 → Present
    Eagle Strategies
    Glendale, CA
  • 03/2025 → Present
    Nylife Securities Llc
    Glendale, CA
  • 03/2025 → Present
    New York Life Insurance Company
    Glendale, CA
Other Businesses

[Screen Actors Guild-American Federation of Television and Radio Artists & Actors Equity; 5757 Wilshire Blvd. Los Angeles CA 90036; unions for actor; Royalties; 5 hours per month, 2 hours during securities trading hours] [Westmore Beach Villas Ltd.; Rental property; 19 Sunset Dr. Whitehouse P.O. Jamaica, West Indies; Start Date 03/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [StepStone Private Venture and Growth Fund; broadly diversified venture and growth strategy fund; Two Embarcadero Center, Suite 480, San Francisco CA; Start Date 04/2024; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-03
S63 Uniform Securities Agent State Law Examination 2021-04-16
  • S66 Uniform Combined State Law Examination
    2023-06-03
  • S63 Uniform Securities Agent State Law Examination
    2021-04-16

View on SEC IAPD

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