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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-21
NH RA APPROVED 2025-10-10
  • MA RA
    APPROVED
    Since 2025-10-21
  • NH RA
    APPROVED
    Since 2025-10-10

Branch Locations

10 New England Business Center 2Nd Floor, Andover, MA 01810 • 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
Gwfs Equities, Inc. Andover MA 01/2015 12/2023
Raymond James Financial Services Inc. Chelmsford MA 12/2024 12/2024
Unemployed Derry NH 01/2024 11/2024
Raymond James Financial Services Advisors, Inc. Chelmsford MA 12/2024 12/2024
Metro Financial Strategies Chelmsford MA 12/2024 12/2024
Unemployed Derry NH 01/2025 09/2025
New York Life Andover MA 09/2025 Present
Nylife Securities Llc Andover MA 09/2025 Present
Eagle Strategies Llc Andover MA 10/2025 Present
  • 01/2015 → 12/2023
    Gwfs Equities, Inc.
    Andover, MA
  • 12/2024 → 12/2024
    Raymond James Financial Services Inc.
    Chelmsford, MA
  • 01/2024 → 11/2024
    Unemployed
    Derry, NH
  • 12/2024 → 12/2024
    Chelmsford, MA
  • 12/2024 → 12/2024
    Metro Financial Strategies
    Chelmsford, MA
  • 01/2025 → 09/2025
    Unemployed
    Derry, NH
  • 09/2025 → Present
    New York Life
    Andover, MA
  • 09/2025 → Present
    Nylife Securities Llc
    Andover, MA
  • 10/2025 → Present
    Andover, MA
Previous Registrations
Other Businesses

[Lakeside Thursday Mixed Bowling League; Lakeside Lanes 2171 Candia Rd Manchester NH 03109; Start Date 09/2023; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Establish league rules, set teams, settle any competition disputes, run banquet]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-11
S63 Uniform Securities Agent State Law Examination 2001-11-20
  • S66 Uniform Combined State Law Examination
    2004-02-11
  • S63 Uniform Securities Agent State Law Examination
    2001-11-20
Other Names
  • Bill Olson
  • William J. Olson
  • William James Olson

View on SEC IAPD

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