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Derek E Wolford

Eagle Strategies LLC

Tampa, FL

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-31
  • FL RA
    APPROVED
    Since 2025-10-31

Branch Locations

3000 Bayport Drive Suite 1100, Tampa, FL 33607 • 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
Primerica Financial Services Tampa FL 12/2018 04/2025
Pfs Investments Inc. Tampa FL 10/2023 04/2025
Great Value Cellular Ann Arbor MI 01/2013 04/2025
New York Life Insurance Company Tampa FL 05/2025 Present
Nylife Securities Llc Tampa FL 07/2025 Present
Eagle Strategies Llc Tampa FL 10/2025 Present
  • 12/2018 → 04/2025
    Primerica Financial Services
    Tampa, FL
  • 10/2023 → 04/2025
    Pfs Investments Inc.
    Tampa, FL
  • 01/2013 → 04/2025
    Great Value Cellular
    Ann Arbor, MI
  • 05/2025 → Present
    New York Life Insurance Company
    Tampa, FL
  • 07/2025 → Present
    Nylife Securities Llc
    Tampa, FL
  • 10/2025 → Present
    Eagle Strategies Llc
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-21
S63 Uniform Securities Agent State Law Examination 2022-04-25
  • S65 Uniform Investment Adviser Law Examination
    2024-05-21
  • S63 Uniform Securities Agent State Law Examination
    2022-04-25
Other Names
  • Derek E Wolford
  • Derek Wolford

View on SEC IAPD

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