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Charles David Villarreal

Eagle Strategies LLC

Oklahoma City, OK

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-04-21
TX RA APPROVED 2014-03-12
  • OK RA
    APPROVED
    Since 2022-04-21
  • TX RA
    APPROVED
    Since 2014-03-12

Branch Locations

3030 Nw Expressway Suite 1800, Oklahoma City, OK 73112 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company San Antonio TX 01/2006 Present
Nylife Securities, Inc San Antonio TX 02/2006 Present
Eagle Strategiess Llc San Antonio TX 03/2014 Present
  • 01/2006 → Present
    New York Life Insurance Company
    San Antonio, TX
  • 02/2006 → Present
    Nylife Securities, Inc
    San Antonio, TX
  • 03/2014 → Present
    Eagle Strategiess Llc
    San Antonio, TX
Other Businesses

[Rental Properties; Rental Properties. 103 Miami Drive San Antonio, TX 78218. The other is 2708 Commercial Ave. San Antonio, TX 78221; 5650 Worth Parkway Unit 2402 San Antonio, TX 78257; Start Date 02/2022; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-28
S63 Uniform Securities Agent State Law Examination 2006-03-22
  • S66 Uniform Combined State Law Examination
    2013-12-28
  • S63 Uniform Securities Agent State Law Examination
    2006-03-22

View on SEC IAPD

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