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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 2014-10-14
  • TX RA
    APPROVED
    Since 2014-10-14

Branch Locations

777 Main Street Suite 3800, Fort Worth, TX 76102 • 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
May Financial Strategies, Llc Fort Worth TX 10/2010 Present
Nylife Securities Llc Fort Worth TX 08/2013 Present
Eagle Strategies Llc Fort Worth TX 10/2014 Present
Easy Clean Maids Fort Worth TX 09/2015 Present
  • 10/2010 → Present
    May Financial Strategies, Llc
    Fort Worth, TX
  • 08/2013 → Present
    Nylife Securities Llc
    Fort Worth, TX
  • 10/2014 → Present
    Fort Worth, TX
  • 09/2015 → Present
    Easy Clean Maids
    Fort Worth, TX
Other Businesses

[Notary Public; 777 Main St. Suite 3800, Fort Worth, TX 76102; Start Date: 08/2015; Role/Title: Notary Public; Not investment related; 1 hour per month; 1 hour per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF May Financial Strategies, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; FORT WORTH, TX; START DATE: 03/2017] [The Family Initiative, Inc. ; TFI is a not for profit child welfare agency providing various types of services to the community including foster and kinship care, domestic adoption, counseling support and education, TIPS-MAPP training and visitation and exchange centers. ; 217 Southeast 4th Street Topeka, KS 66603; Start Date 05/2023; Role/Title: Member; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours; Serve as a committee member of the finance committee of TIF. Finance Committee meets the last Wednesday of each month during the lunch hour via zoom. I will be responsible for listening to the CFO go through TFI's monthly financials and then the committee can a recommendation if any. The committee gets a packet usually the Thursday or Friday before the meeting to review.][Easy Clean Maids; Residential cleaning business; 209 W 2nd St., Suite 121, Fort Worth, TX 76102; Start Date 09/2015; Role/Title: Partner; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-29
  • S66 Uniform Combined State Law Examination
    2014-06-29
Other Names
  • Katie Michelle Baker
  • Katie Michelle Hutto

View on SEC IAPD

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