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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

2600 Network Blvd Ste 130, Frisco, TX 75034 • United States

Mckinney, TX • 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
Dallas Independent School District Dallas TX 08/2017 05/2019
Unemployed Dallas TX 07/2019 09/2019
Emory University Atlanta GA 06/2013 05/2017
Southern Methodist University Dallas TX 08/2017 05/2019
City Of Los Angeles Los Angeles CA 05/2015 11/2016
United Parcel Service Atlanta GA 01/2017 05/2017
Teach For America Atlanta GA 08/2016 05/2017
Teach For America Dallas TX 06/2017 06/2019
New York Life Insurance Company Dallas TX 10/2019 Present
Nylife Securities Llc Dallas TX 11/2019 Present
Eagle Strategies Llc Frisco TX 10/2025 Present
  • 08/2017 → 05/2019
    Dallas Independent School District
    Dallas, TX
  • 07/2019 → 09/2019
    Unemployed
    Dallas, TX
  • 06/2013 → 05/2017
    Emory University
    Atlanta, GA
  • 08/2017 → 05/2019
    Southern Methodist University
    Dallas, TX
  • 05/2015 → 11/2016
    City Of Los Angeles
    Los Angeles, CA
  • 01/2017 → 05/2017
    United Parcel Service
    Atlanta, GA
  • 08/2016 → 05/2017
    Teach For America
    Atlanta, GA
  • 06/2017 → 06/2019
    Teach For America
    Dallas, TX
  • 10/2019 → Present
    New York Life Insurance Company
    Dallas, TX
  • 11/2019 → Present
    Nylife Securities Llc
    Dallas, TX
  • 10/2025 → Present
    Frisco, TX
Other Businesses

[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6565 North MacArthur Boulevard, Suite 100, Irving TX 75039; Start Date 06/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-25
S63 Uniform Securities Agent State Law Examination 2020-06-15
  • S65 Uniform Investment Adviser Law Examination
    2025-10-25
  • S63 Uniform Securities Agent State Law Examination
    2020-06-15
Other Names
  • Vivian Ong

View on SEC IAPD

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