Brent Lamar Stevens

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
TX	RA	APPROVED	2019-07-24
LA	RA	APPROVED	2019-07-17

TX RA
APPROVED

Since 2019-07-24
LA RA
APPROVED

Since 2019-07-17

Branch Locations

425 Ashley Ridge Blvd Ste 102, Shreveport, LA 71106 • 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 Co	Shreveport	LA	04/2011	Present
Nylife Securities, Llc	Shreveport	LA	07/2012	Present
Eagle Strategies Llc	Shreveport	LA	07/2019	Present

04/2011 → Present

New York Life Insurance Co

Shreveport, LA
07/2012 → Present

Nylife Securities, Llc

Shreveport, LA
07/2019 → Present

Eagle Strategies Llc

Shreveport, LA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 401 EDWARDS STREET SUITE 1700 SHREVEPORT, LA 71101; START DATE 04/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-09
S63	Uniform Securities Agent State Law Examination	2015-06-30

S66 Uniform Combined State Law Examination

2019-07-09
S63 Uniform Securities Agent State Law Examination

2015-06-30

Other Names

Brent Stevens

View on SEC IAPD