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Joshua Stephen Phillips

Eagle Strategies LLC

Dallas, TX

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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 2026-01-09
  • TX RA
    APPROVED
    Since 2026-01-09

Branch Locations

5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244 • 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
Enterprise Mobility Irving TX 08/2015 12/2024
New York Life Insurance Company Dallas TX 02/2025 Present
Nylife Securities Llc Dallas TX 05/2025 Present
Fire Pit And Chill Granbury TX 12/2024 Present
Eagle Strategies Llc Dallas TX 01/2026 Present
  • 08/2015 → 12/2024
    Enterprise Mobility
    Irving, TX
  • 02/2025 → Present
    New York Life Insurance Company
    Dallas, TX
  • 05/2025 → Present
    Nylife Securities Llc
    Dallas, TX
  • 12/2024 → Present
    Fire Pit And Chill
    Granbury, TX
  • 01/2026 → Present
    Dallas, TX
Other Businesses

[Fire Pit and Chill; internet retail store; 123 Donna Circle Granbury, TX, 76049; start 12/2024; director; profit; 40 hours per month, 0 hours during securities trading hours; Owner; run the store, and advertisement to sell outdoor living items]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-27
S63 Uniform Securities Agent State Law Examination 2025-08-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-27
  • S63 Uniform Securities Agent State Law Examination
    2025-08-19

View on SEC IAPD

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