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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
3200 Southwest Freeway Suite 1900, Houston, TX 77027 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Downers Grove | IL | 05/2006 | Present |
| New York Life Insurance Company | Towson | MD | 07/2000 | Present |
| Eagle Strategies Llc | Downers Grove | IL | 02/2012 | Present |
[Roto, LLC; Real estate investment; 3010 Highland Pkwy, St 700, Downers Grove, IL 60515; Start Date: 06/2006; Role/Title: Owner; Investment related; 1 hour per month] [Medinah Country Club; Golf Course - Greens Committee; 6N001 Medinah Rd, Medinah, IL 60157; Start Date: 11/2013; Role/Title: Committee Member; Not investment related; 2 hours per month; 0 hours per month during securities trading hours] [INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC] [American College Alumni Board; American College provides education for the Insurance and Investment profession; Bryn Mawr , Pa; Start Date 02/2016; Role/Title: Board Member; Investment Related; 4 hours per month; 0 hours per month during securities trading hours][RGP Income Fund; Oil and Gas Fund, Drilling and Exploratory; 100 N. Tampa St, suite 2550 Tampa, FL 33602; Start Date 12/2025; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
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