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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_RES 2025-12-01
SC RA APPROVED 2023-06-06
  • TX RA
    APPROVED_RES
    Since 2025-12-01
  • SC RA
    APPROVED
    Since 2023-06-06

Branch Locations

337 Prado Way, Greenville, SC 29607 • 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
New York Life Insurance Company Greenville SC 05/2005 Present
Nylife Securities Llc New York NY 05/2005 Present
Wyatt Brothers Financial Llc Greenville SC 09/2013 Present
Eagle Strategies Llc Greenville SC 06/2023 Present
  • 05/2005 → Present
    New York Life Insurance Company
    Greenville, SC
  • 05/2005 → Present
    Nylife Securities Llc
    New York, NY
  • 09/2013 → Present
    Wyatt Brothers Financial Llc
    Greenville, SC
  • 06/2023 → Present
    Greenville, SC
Other Businesses

[HOLLAND PARK CHURCH; CHURCH; SIMPSONVILLE, SC; START DATE 03/2014; ROLE/TITLE: DEACON; NOT INVESTMENT RELATED; 4 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NAIFA-GREATER GREENVILLE LOCAL CHAPTER; MEMBER; INVESTMENT RELATED; START DATE 11/2005] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 10/2008 ] [OPERATING UNDER THE DBA NAME OF WYATT BROTHERS FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; GREENVILLE, SC; START DATE: 09/2013] [NYLARC Holding Company;51 Madison Avenue, New York, NY 10010;08/2014;Shareholder;1 hour per month; 1 hour during trading hours] [KPT Ventures, LLC; The above LLC is to hold the purchased property ; 337 Prado Way, Greenville, SC 29607; Start Date 06/2024; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-26
S63 Uniform Securities Agent State Law Examination 2006-01-10
  • S65 Uniform Investment Adviser Law Examination
    2023-05-26
  • S63 Uniform Securities Agent State Law Examination
    2006-01-10
Other Names
  • David Travis Wyatt

View on SEC IAPD

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