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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-25
  • OH RA
    APPROVED
    Since 2023-05-25

Branch Locations

5035 Mayfield Road Suite 230, Lyndhurst, OH 44124 • 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 Seven Hills OH 01/2006 Present
Nylife Securities Seven Hill OH 02/2005 Present
Precision Financial Solutions Seven Hills OH 10/2016 Present
Precision Insurance Solutions, Llc Lyndhurst OH 12/2016 Present
Eagle Strategies Llc Lyndhurst OH 05/2023 Present
  • 01/2006 → Present
    New York Life Insurance Company
    Seven Hills, OH
  • 02/2005 → Present
    Nylife Securities
    Seven Hill, OH
  • 10/2016 → Present
    Precision Financial Solutions
    Seven Hills, OH
  • 12/2016 → Present
    Precision Insurance Solutions, Llc
    Lyndhurst, OH
  • 05/2023 → Present
    Lyndhurst, OH
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5035 Mayfield Rd, Suite 230, Lyndhurst, OH 44124; START DATE 03/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF PRECISION FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SEVEN HILLS, OH; START DATE: 10/2016] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 5035 Mayfield Rd, Suite 230, Lyndhurst, OH 44124; Start Date 12/2016; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PRECISION INSURANCE SOLUTIONS, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LYNDHURST, OH; START DATE: 12/2016] [Cryptocurrency Investment; Coinbase - invest in cryptocurrency; 13705 Braeburn Lane, Novetly, OH 44072; Start Date 04/2021; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [DiFranco Investments, LLC; I will be investing money into DiFranco Investments, which is an LLC created to invest in opportunities with Ameritex Petroleum.; 8085 Alpenrose Dr, Kirtland, OH 44094; Start Date 05/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Just invest and hope for good income/returns]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-24
S63 Uniform Securities Agent State Law Examination 2009-12-03
  • S65 Uniform Investment Adviser Law Examination
    2023-05-24
  • S63 Uniform Securities Agent State Law Examination
    2009-12-03

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