Best Investors Account Sign in
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-04
  • CA RA
    APPROVED
    Since 2023-10-04

Branch Locations

Bishop Ranch 3 2633 Camino Ramon Suite 525, San Ramon, CA 94583 • United States

Emeryville, CA • 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
Voice One Training San Francisco CA 03/2019 Present
Em Marketing Redwood City CA 09/2018 02/2019
Voice One School San Francisco CA 01/2018 08/2018
Appdiff San Francisco CA 09/2017 12/2017
Redcley Seattle WA 03/2016 06/2017
Unemployed Emeryville CA 07/2017 08/2017
New York Life Insurance Company San Ramon CA 09/2019 Present
Nylife Securities, Llc San Ramon CA 03/2020 Present
Eagle Strategies Llc San Ramon CA 09/2023 Present
  • 03/2019 → Present
    Voice One Training
    San Francisco, CA
  • 09/2018 → 02/2019
    Em Marketing
    Redwood City, CA
  • 01/2018 → 08/2018
    Voice One School
    San Francisco, CA
  • 09/2017 → 12/2017
    Appdiff
    San Francisco, CA
  • 03/2016 → 06/2017
    Redcley
    Seattle, WA
  • 07/2017 → 08/2017
    Unemployed
    Emeryville, CA
  • 09/2019 → Present
    New York Life Insurance Company
    San Ramon, CA
  • 03/2020 → Present
    Nylife Securities, Llc
    San Ramon, CA
  • 09/2023 → Present
    San Ramon, CA
Other Businesses

[Rental Property; 100% Owner; 8234 15th Ave NE, Seattle, WA 98115; Rental Income; real estate related; 0 hours per month; sole proprietorship] [Voiceover Work; Independent Contractor; 2001 Addison Street, Berkeley, CA 94704; start date 03/2019; independent contractor; Fees; 8 hours per month, 0 during business hours; I audition for voiceover gigs a few times a month; non-investment related]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-31
  • S63 Uniform Securities Agent State Law Examination
    2020-08-31
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Ramon, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor