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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-25
MD RA APPROVED 2025-02-24
  • VA RA
    APPROVED
    Since 2025-02-25
  • MD RA
    APPROVED
    Since 2025-02-24

Branch Locations

8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States

3444 Ellicott Center Dr #203, Ellicott City, MD 21043 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Vienna VA 08/2013 Present
New York Life Insurance Company Vienna VA 06/2013 Present
Eagle Strategies Llc Vienna VA 02/2025 Present
  • 08/2013 → Present
    Nylife Securities Llc
    Vienna, VA
  • 06/2013 → Present
    New York Life Insurance Company
    Vienna, VA
  • 02/2025 → Present
    Vienna, VA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 3444 Ellicott Center Dr #203, Ellicott City, MD 21043; Start Date 01/2021; Role/Title: Insurance Broker; Investment Related; 80 hours per month; 40 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-19
S63 Uniform Securities Agent State Law Examination 2014-03-04
  • S66 Uniform Combined State Law Examination
    2025-02-19
  • S63 Uniform Securities Agent State Law Examination
    2014-03-04

View on SEC IAPD

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