Kiri Dawn Martin Pullan

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2021-12-06

UT RA
APPROVED

Since 2021-12-06

Branch Locations

South Towne Corporate Center 1 150 W Civic Center Drive, Sandy, UT 84070 • 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

Organization	City	State	From	To
New York Life Insurance Company	Sandy	UT	03/2009	Present
Nylife Securities Llc	Sandy	UT	10/2017	Present
Eagle Strategies Llc	Sandy	UT	12/2021	Present

03/2009 → Present

New York Life Insurance Company

Sandy, UT
10/2017 → Present

Nylife Securities Llc

Sandy, UT
12/2021 → Present

Eagle Strategies Llc

Sandy, UT

Other Businesses

I have been working as a self employed, freelance wedding and portrait photographer since September of 2007, I operate out of my home at 308 E. Milton Ave., Salt Lake City UT 84115. I work approximately 6-10 hours per month doing photography and none during securities trading hours. This is not an investment related business.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-15

S66 Uniform Combined State Law Examination

2021-11-15

Other Names

Kiri Maxfield
Kiri Dawn Maxfield
Kiri Dawn Martin

View on SEC IAPD