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Guilherme Pinto Jubran

Eagle Strategies LLC

Newport Beach, CA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-12-09
  • AZ RA
    APPROVED
    Since 2022-12-09

Branch Locations

888 San Clemente Dr Suite 250, Newport Beach, CA 92660 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Pasadena CA 10/2010 Present
New York Life Insurance Company Pasadena CA 03/2009 Present
Eagle Strategies Llc Tucson AZ 11/2022 Present
  • 10/2010 → Present
    Nylife Securities Llc
    Pasadena, CA
  • 03/2009 → Present
    New York Life Insurance Company
    Pasadena, CA
  • 11/2022 → Present
    Tucson, AZ
Other Businesses

Eagle Strategies LLC.- Registered Investment Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-16
S63 Uniform Securities Agent State Law Examination 2010-11-08
  • S66 Uniform Combined State Law Examination
    2022-11-16
  • S63 Uniform Securities Agent State Law Examination
    2010-11-08

View on SEC IAPD

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