Best Investors Account Sign in

Richard David Steiner

Eagle Strategies LLC

Bixby, OK

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-03-08
OK RA APPROVED 2004-01-12
  • TX RA
    APPROVED
    Since 2006-03-08
  • OK RA
    APPROVED
    Since 2004-01-12

Branch Locations

13165-B S Memorial, Bixby, OK 74008 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Tulsa OK 08/1993 Present
Nylife Securities Llc Tulsa OK 09/1993 Present
Eagle Strategies Llc Bixby OK 01/2003 Present
  • 08/1993 → Present
    New York Life Insurance Company
    Tulsa, OK
  • 09/1993 → Present
    Nylife Securities Llc
    Tulsa, OK
  • 01/2003 → Present
    Bixby, OK
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.] [ELITE CIRCLE FINANCIAL SERVICE; SHELL COMPANY CREATED FOR RECORDKEEPING PURPOSES, 13165 B S MEMORIAL, BIXBY, OK 74008. STAR DATE 2008. ROLE, PARTNER, NOT INVESTMENT RELATED. HOURS PER MONTH DEVOTED ON ACTIVITY AS 5. 5 HOURS CONDUCTED DURING THE HOURS OF 9:30EST TO 4:00EST. BUSINESS OWNERSHIP: NAME AND NUMBER OF SHARE HOLDERS AS 2 / PARTNER JOHN HUDSON 50% WACH. 2 EMPLOYEES. TAXABLE INCOME IS 0, THERE ARE NO SUBSIDIARIES. NO REVENUE SHARE WITH ANY OTHER PERSON OR ENTITY] [STEINER ENTERPRISES LLC; PROVIDING FOR MY GRANDCHILDREN; 6832 E 112TH ST. S. BIXBY OK 74008; START DATE 01/2013; ROLE/TITLE: OWNER; INVESTMENT RELATED; 4 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-11-19
  • S63 Uniform Securities Agent State Law Examination
    1993-11-19
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bixby, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor