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Elizabeth Mary Dipp Metzger

Eagle Strategies LLC

El Paso, TX

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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 2011-08-30
  • TX RA
    APPROVED
    Since 2011-08-30

Branch Locations

621 N Resler Drive, El Paso, TX 79912 • 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
New York Life Insurance Company El Paso TX 01/2010 Present
Nylife Securities Llc El Paso TX 05/2010 Present
Eagle Strategies Llc El Paso TX 08/2011 Present
Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies El Paso TX 04/2013 Present
Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies And In El Paso TX 04/2019 Present
  • 01/2010 → Present
    New York Life Insurance Company
    El Paso, TX
  • 05/2010 → Present
    Nylife Securities Llc
    El Paso, TX
  • 08/2011 → Present
    El Paso, TX
  • 04/2013 → Present
    Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies
    El Paso, TX
  • 04/2019 → Present
    Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies And In
    El Paso, TX
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 303 N OREGON STE 1100 EL PASO TX 79901; START DATE: 04/2013] [JC & GD III DBA ORO INVESTMENTS LLC; REAL ESTATE OWNERSHIP - COMMERCIAL PROPERTIES; 320 TEXAS AVE. 2ND FLOOR EL PASO, TX 79901; START DATE 05/2014; ROLE/TITLE: PARTNER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Young President's Organization; educational and networking experiences designed to support their business, community and personal leadership; 600 East Las Colinas Boulevard, Suite 1100 Irving, Texas 75039 USA; Start Date 11/2014; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [EL Paso Management Group, commercial real estate rental; Po box 55 El Paso TX 79940; Start Date 01/1994; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES AND INSURANCE SOLUTIONS for use in CA only FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EL PASO, TX; START DATE: 04/2019] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 1 hours per month and during securities trading hours] [PUR Pressed Juice; Juice company; 11165 Gateway Blvd W, El Paso, TX 79935; Start Date 06/2019; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [El Paso Children's Hospital Foundation; charitable organization for University Medical Center of EP, Children's Miracle Network, and EP Children's Hospital.; 4845 Alameda Ave, El Paso, TX 79905; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; finance committee]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-20
S63 Uniform Securities Agent State Law Examination 2010-10-16
  • S66 Uniform Combined State Law Examination
    2011-08-20
  • S63 Uniform Securities Agent State Law Examination
    2010-10-16
Other Names
  • Elizabeth Dipp Metzger

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