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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2008-03-25
  • MD RA
    APPROVED
    Since 2008-03-25

Branch Locations

5850 Waterloo Road Suite 140, Columbia, MD 21045 • 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 Bethesda MD 05/2007 Present
Nylife Securities Llc Bethesda MD 05/2007 Present
Eagle Strategies Llc Columbia MD 03/2008 Present
Catuara & Bell, Inc. Columbia MD 02/2009 Present
  • 05/2007 → Present
    New York Life Insurance Company
    Bethesda, MD
  • 05/2007 → Present
    Nylife Securities Llc
    Bethesda, MD
  • 03/2008 → Present
    Columbia, MD
  • 02/2009 → Present
    Catuara & Bell, Inc.
    Columbia, MD
Previous Registrations
  • 2000-11-01 → 2007-06-05
    Transamerica Financial Advisors, Inc.
    Columbia, MD
    Columbia, MD
Other Businesses

1) I AM APPOINTED W/ VARIOUS COMPANIES TO SELL NON-REGISTERED INSURANCE PRODUCTS. I HAVE PREVIOUSLY BEEN APPROVED TO BROKER NON-REGISTERED INSURANCE PRODUCTS, BUT WILL NOW BE DOING SO UNDER THE DBA OF CATUARA & BELL, INC INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-04-30
  • S63 Uniform Securities Agent State Law Examination
    1990-04-30
Designations
Other Names
  • Julie Catuara

View on SEC IAPD

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