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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2012-12-21
  • GA RA
    APPROVED
    Since 2012-12-21

Branch Locations

3655 Brookside Parkway Suite 400, Alpharetta, GA 30022 • 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 Saddle Brook NJ 06/2000 Present
Eagle Strategies Llc Atlanta GA 12/2012 Present
Nylife Securities Llc. Atlanta GA 07/2000 06/2022
Nylife Securities Llc Atlanta GA 06/2022 Present
  • 06/2000 → Present
    New York Life
    Saddle Brook, NJ
  • 12/2012 → Present
    Atlanta, GA
  • 07/2000 → 06/2022
    Nylife Securities Llc.
    Atlanta, GA
  • 06/2022 → Present
    Nylife Securities Llc
    Atlanta, GA
Other Businesses

[Rental Property; Residential rental property; 5965 Cabotage Road, Johns Creek, GA 30097; Start Date: 09/2013; Role/Title: Owner; Investment related; 1 hour per month; 0 hours per month during securities trading hours] [Air BNB home sharing for a fee; Renting portion of our dwelling for use for events by renters for a fee; 2650 Hazy Hollow Run Roswell Ga 30076; Start Date 05/2017; Role/Title: Owner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Fundrise; a Mutual Fund for Real Estate Investing; 1601 Connecticut Avenue NW, 3rd Floor, Washington, DC 20009; Start Date 09/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Start Engine; Investing passively in Startups firms looking for crowdfunding. https://www.startengine.com; https://www.startengine.com; Start Date 01/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [AcreTrader; Investing in US Farmland https://www.acretrader.com; 112 W Center Street, Suite 600, Fayetteville, AR 72701; Start Date 03/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Rental Property - Calypso Resorts; Condo rented to vacationers thru AirBNB or VRBO. rental Condo at Calypso Resorts, Panama City Beach, Fl; 15817 Front Beach Road, Panama City Beach, Fl 32413; Start Date 01/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Miso Robotics, Inc.; Technology Company provides robots for Restaurant Kitchens. www.misorobotics.com; 561 East Green Street, Pasadena, CA 91101; Start Date 01/2019; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor][Pacaso; Fractional Ownership Oppty of Vacation Rentals; 447 Sutter Street, San Francisco. ; Start Date 12/2024; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Apushi Enterprises LLC; LLC created to transfer and hold all our rental Properties ; 2650 hazy Hollow Run Roswell, Ga 30076; Start Date 12/2024; Role/Title: Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours- collect rent manage properties][Rental Property - 330 Swingline Dr. ; Passive Rental Income; 330 Swingline, Milton Ga 30022; Start Date 03/2016; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Cannon Trading ; Futures Trading https://cannontrading.com/; 12100 Wilshire Blvd Suite 1640 Los Angeles, CA 90025; Start Date 02/2026; Role/Title: passive Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-17
S63 Uniform Securities Agent State Law Examination 2002-01-28
  • S65 Uniform Investment Adviser Law Examination
    2012-12-17
  • S63 Uniform Securities Agent State Law Examination
    2002-01-28

View on SEC IAPD

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