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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-01-05
  • MS RA
    APPROVED
    Since 2023-01-05

Branch Locations

273 W Beacon Street, Philadelphia, MS 39350 • 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
Nylife Securities Llc Ridgeland MS 05/2013 Present
New York Life Ins Co Ridgeland MS 03/2013 Present
Ocobla Baptist Church Philadelphia MS 02/2014 05/2020
Wise Financial Group, Llc Philadelphia MS 04/2016 Present
Eagle Strategies Llc Philadelphia MS 01/2023 Present
  • 05/2013 → Present
    Nylife Securities Llc
    Ridgeland, MS
  • 03/2013 → Present
    New York Life Ins Co
    Ridgeland, MS
  • 02/2014 → 05/2020
    Ocobla Baptist Church
    Philadelphia, MS
  • 04/2016 → Present
    Wise Financial Group, Llc
    Philadelphia, MS
  • 01/2023 → Present
    Philadelphia, MS
Other Businesses

[Rental Property; I rent out a house; 1101 Range Avenue; Philadelphia, MS 39350; Start Date 06/2015; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 273 West Beacon Stree; Philadelphia, MS 39350; Start Date 05/2016; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WISE FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PHILADELPHIA, MS START DATE: 04/2016] [Wade Allen Hunting Camp; President of our deer camp. We created a deer hunting camp and lease hunting land; No addresss; Start Date 06/2018; Role/Title: Officer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Triple M Ministries inc.; Church / Missions; 10830 Highway 486, Philadelphia, MS 39350; Start Date 06/2020; Role/Title: Owner; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours; pastor-coordinator]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
S63 Uniform Securities Agent State Law Examination 2013-08-30
  • S66 Uniform Combined State Law Examination
    2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2013-08-30
Other Names
  • Kevin Vaughn

View on SEC IAPD

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