Best Investors Account Sign in
Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2004-07-22
  • VA RA
    APPROVED
    Since 2004-07-22

Branch Locations

9251 Rutland Commons Drive, Mechanicsville, VA 23116 • 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 Insurance Co New York NY 08/1995 Present
Nylife Securities Inc. Richmond VA 09/1995 Present
Eagle Strategies Corp Richmond VA 03/2005 Present
Best Choice Insurance Mechanicsville VA 08/2007 Present
  • 08/1995 → Present
    New York Life Insurance Co
    New York, NY
  • 09/1995 → Present
    Nylife Securities Inc.
    Richmond, VA
  • 03/2005 → Present
    Eagle Strategies Corp
    Richmond, VA
  • 08/2007 → Present
    Best Choice Insurance
    Mechanicsville, VA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 9251 Rutland Commons Drive, Suite C Mechanicsville, VA 23116; Start Date 01/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BEST CHOICE INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED;START DATE 08/2007;RENTAL INCOME FROM NON NYL AGENTS AND COMMISSION SHARING] [Weimer Office, LLC; Weimer Office, LLC owns the office building where my primary office is located and the other offices available to other New York Life agents to rent; 9251 Rutland Commons Drive, Suite C, Mechanicsville, VA 23116; Start Date 06/1995; Role/Title: Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [JAMESTOWN 4-H EDUCATIONAL CENTER; CHARITABLE / NON PROFIT ORGANIZATION; ROLE/TITLE: BOARD MEMBER; NON INVESTMENT RELATED; START DATE 3/2013] [Promise Kept, LLC; Business to own and operate a motor home as well as the automobile the motor home tows; P.O. Box 7967 Missoula, MT 59807; Start Date 12/2018; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Gideons Member; Association of business and professional men whose sole purpose is to lead others to a saving knowledge of Jesus Christ; P.O. Box 140800, Nashville, TN 37214-0800; Start Date 03/2019; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Rutland Center Commercial Condominium Association Board; The Rutland Center Commercial Condominium Association (RCCCA) organizes the owners of the Rutland Center business condominiums. I was elected to the Board of Directors.; 3901 Westerre Pkwy, Suite 100 Henrico, VA 23233-1341; Start Date 02/2022; Role/Title: Board Member; Investment Related; 10 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-04
  • S63 Uniform Securities Agent State Law Examination
    1995-12-04
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mechanicsville, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor