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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-30
  • NJ RA
    APPROVED
    Since 2023-01-30

Branch Locations

200 Route 9 North Suite 204, Manalapan, NJ 07726 • 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 Edison NJ 02/2020 Present
New York Life Insurance Co Edison NJ 11/2019 Present
Unemployed Boonton Township NJ 07/2019 11/2019
Quantplot New York NY 09/2018 07/2019
Lci Partnership S De Rl Managua 03/2005 07/2018
Unemployed Boonton Township NJ 07/2018 09/2018
Eagle Strategies Llc Wall NJ 01/2023 Present
  • 02/2020 → Present
    Nylife Securities Llc
    Edison, NJ
  • 11/2019 → Present
    New York Life Insurance Co
    Edison, NJ
  • 07/2019 → 11/2019
    Unemployed
    Boonton Township, NJ
  • 09/2018 → 07/2019
    Quantplot
    New York, NY
  • 03/2005 → 07/2018
    Lci Partnership S De Rl
    Managua
  • 07/2018 → 09/2018
    Unemployed
    Boonton Township, NJ
  • 01/2023 → Present
    Wall, NJ
Other Businesses

[LCI Partnership s. De R.L.; 1 Sheep Hill Road, Boonton Twp, NJ 07005.; I'm partner; real estate investment related; It is a real estate development and hospitality company; start date 3/2005 through 2019; 8 hours per month, 0 during business hours; 2.5% ownership] [Point Pleasant Boro Chamber of Commerce; I would join the local Chamber of Commerce Board of Directors, assist in planning events, volunteer at events, attend networking events.; 1620 Beaver Dam Road Point Pleasant, NJ 08742; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Attend Board meetings once per month. Attend networking events approximately once per month. Help plan larger events. Volunteer at larger events (organizing, setup, cleanup).] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products. Ash Brokerage Insurance broker; P.O. Box 2572, Fort Wayne, IN 46801; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Use on an as-needed basis for hard to place cases] [National Financial Network; They offer Guardian insurance. I only "plan" to use them for disability, but there is always a chance I place the other products indicated... ; 150 S. Warner Road Suite 120, King of Prussia, PA 19406; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; I have seen that Guardian's individual disability insurance is more favorable for medical professionals than ours, and I want to be able to offer my clients the best product for them. I will use them on an as needed basis.] [Cavalier Associates; Insurance brokerage; 2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; I will use on an as-needed basis for hard to place cases.]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-28
S63 Uniform Securities Agent State Law Examination 2020-03-16
  • S65 Uniform Investment Adviser Law Examination
    2023-01-28
  • S63 Uniform Securities Agent State Law Examination
    2020-03-16

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