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Paul Robert Holman

Eagle Strategies LLC

Norfolk, VA

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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 2023-03-06
VA RA APPROVED 2020-12-03
  • TX RA
    APPROVED_RES
    Since 2023-03-06
  • VA RA
    APPROVED
    Since 2020-12-03

Branch Locations

999 Waterside Drive Ste 1500, Norfolk, VA 23510 • 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
Nylife Securities Llc Norfolk VA 11/2009 Present
New York Life Insurance Co Norfolk VA 01/2009 Present
Waterside Financial Group, Llc Norfolk VA 03/2016 11/2021
Eagle Strategies Llc Norfolk VA 12/2020 Present
Diamond Springs Financial, Llc Norfolk VA 11/2021 Present
Mathas Financial Group, Llc Norfolk VA 05/2024 Present
  • 11/2009 → Present
    Nylife Securities Llc
    Norfolk, VA
  • 01/2009 → Present
    New York Life Insurance Co
    Norfolk, VA
  • 03/2016 → 11/2021
    Waterside Financial Group, Llc
    Norfolk, VA
  • 12/2020 → Present
    Norfolk, VA
  • 11/2021 → Present
    Diamond Springs Financial, Llc
    Norfolk, VA
  • 05/2024 → Present
    Mathas Financial Group, Llc
    Norfolk, VA
Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER;INVESTMENT RELATED; 999 WATERSIDE DRIVE SUITE 900 NORFOLK, VA 23510; START DATE 04/2012; 5 HOURS PER MONTH 1 DURING SECURITIES HOURS] [Diamond Springs Financial, LLC; To employ an assistant/licensed service assistant for my NYL business.; 1700 King William Road, Virginia Beach, VA 23455; Start Date 10/2019; Role/Title: Owner; Investment Related; 4 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF DIAMOND SPRINGS FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NORFOLK, VA; START DATE: 11/2021] [OPERATING UNDER THE DBA NAME OF Mathas 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; NORFOLK VA; START DATE: 04/2024]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-24
S63 Uniform Securities Agent State Law Examination 2010-02-03
  • S66 Uniform Combined State Law Examination
    2020-11-24
  • S63 Uniform Securities Agent State Law Examination
    2010-02-03
Other Names
  • Paul Holman

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