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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-17
  • NY RA
    APPROVED
    Since 2023-03-17

Branch Locations

5788 Widewaters Parkway, Dewitt, NY 13214 • 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 Fairport NY 05/2005 Present
Nylife Securities Inc. Fairport NY 09/2005 Present
Crystal Clear Financial Group, Llc De Witt NY 07/2019 Present
Eagle Strategies Llc Dewitt NY 03/2023 Present
  • 05/2005 → Present
    New York Life
    Fairport, NY
  • 09/2005 → Present
    Nylife Securities Inc.
    Fairport, NY
  • 07/2019 → Present
    Crystal Clear Financial Group, Llc
    De Witt, NY
  • 03/2023 → Present
    Dewitt, NY
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non registered insurance products; 5788 Widewaters Parkway, Dewitt, NY 13214; Start Date: 05/2007; Role/Title: Insurance Broker; Investment related; 10 hours per week-10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DE WITT, NY; START DATE: 07/2019] [High School Umpire; I will be an umpire for Varsity, Junior Varsity and Modified softball games in Section 3, NYS.; 4983 Brittonfield Parkway East Syracuse, NY 13057; Start Date 04/2023; Role/Title: Umpire; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [District 8 Little League; Assist in running a Little League District.; 6088 east taft road n syracuse, ny 13212; Start Date 02/2021; Role/Title: Director; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Sports Zone Academy; SOFTBALL COACH; 6841 COLLAMER ROAD EAST SYRACUSE, NY 13057; Start Date 08/2020; Role/Title: Coach; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours][Sports Zone Academy; YOUTH SPORTS SOFTBALL AND BASEBALL; 2801 CURT STREET SYRACUSE, NY 13208; Start Date 01/2020; Role/Title: Director; Not Investment Related; 15 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-08
  • S63 Uniform Securities Agent State Law Examination
    1994-07-08
Designations

View on SEC IAPD

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