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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-08-06
AL RA APPROVED 2019-05-08
  • TX RA
    APPROVED_RES
    Since 2020-08-06
  • AL RA
    APPROVED
    Since 2019-05-08

Branch Locations

1820 Rice Mine Road N Suite 300, Tuscaloosa, AL 35406 • 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 Birmingham AL 12/2008 Present
Nylife Securities Llc Birmingham AL 04/2011 Present
Pathway Financial Group Llc Tuscaloosa AL 10/2017 11/2020
Eagle Strategies Llc Tuscaloosa AL 05/2019 Present
Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies Tuscaloosa AL 03/2020 01/2026
Snyder And Associates, Llc Tuscaloosa AL 06/2023 Present
  • 12/2008 → Present
    New York Life Insurance Company
    Birmingham, AL
  • 04/2011 → Present
    Nylife Securities Llc
    Birmingham, AL
  • 10/2017 → 11/2020
    Pathway Financial Group Llc
    Tuscaloosa, AL
  • 05/2019 → Present
    Tuscaloosa, AL
  • 03/2020 → 01/2026
    Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies
    Tuscaloosa, AL
  • 06/2023 → Present
    Snyder And Associates, Llc
    Tuscaloosa, AL
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5 BUSINESS HOURS A MONTH ON ACTIVITY] [Mass Mutual Brokerage; Brokering disability and possibly life insurance and annuity products.; 432 65th St STE. B tuscaloosa al 35405; Start Date 12/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [7K Properties LLC; Buying rental property for passive income; 1470 Northbank Pkwy Ste 170 Tuscaloosa AL 35406; Start Date 01/2022; Role/Title: Partner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours;evaluate properties with income and appreciation potential] [OPERATING UNDER THE DBA NAME OF Snyder and Associates, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TUSCALOOSA AL; START DATE: 06/2023] [Freedom Farms; Freedom farms is a local faith based non profit that provides foster children a place to live, learn, and grow. ; 11760 Nubbin Road Coker, AL 35452; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; The committee I would serve on is the investments and development. Our role is to provide donor support, managing donor list, and ensure investment policy, goals, and procedures are followed.]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-11
S63 Uniform Securities Agent State Law Examination 2013-08-09
  • S65 Uniform Investment Adviser Law Examination
    2019-04-11
  • S63 Uniform Securities Agent State Law Examination
    2013-08-09

View on SEC IAPD

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