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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_RES 2020-07-17
CA RA APPROVED 2017-01-12
  • TX RA
    APPROVED_RES
    Since 2020-07-17
  • CA RA
    APPROVED
    Since 2017-01-12

Branch Locations

2999 Douglas Blvd Ste. 350, Roseville, CA 95661 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Roseville CA 11/2016 Present
Nylife Securities, Llc Roseville CA 12/2016 Present
Newport Group Folsom CA 08/2016 11/2016
Unemployed El Dorado Hills CA 08/2016 09/2016
Eagle Strategies Llc Roseville CA 01/2017 Present
J. Lens Financial & Insurance Services Roseville CA 09/2018 07/2020
Caduceus Financial& Insurance Services Roseville CA 05/2020 Present
  • 11/2016 → Present
    New York Life Insurance Company
    Roseville, CA
  • 12/2016 → Present
    Nylife Securities, Llc
    Roseville, CA
  • 08/2016 → 11/2016
    Newport Group
    Folsom, CA
  • 08/2016 → 09/2016
    Unemployed
    El Dorado Hills, CA
  • 01/2017 → Present
    Roseville, CA
  • 09/2018 → 07/2020
    J. Lens Financial & Insurance Services
    Roseville, CA
  • 05/2020 → Present
    Caduceus Financial& Insurance Services
    Roseville, CA
Previous Registrations
  • 2016-03-21 → 2016-08-25
    Bancwest Investment Services, Inc.
    Folsom, CA
    Carmichael, CA
    Sacramento, CA
    Citrus Heights, CA
  • 2014-10-20 → 2016-03-14
    El Dorado Hills, CA
    St Louis, MO
    Folsom, CA
    Cameron Park, CA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; investment related; 1 hour per month; start date 10/2016] [OPERATING UNDER THE DBA NAME OF CADUCEUS FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ROSEVILLE, CA; START DATE: 05/2020][Real Estate Consulting; I am looking to work with a family member of mine to buy property and work through the process to have a development map and entitlements completed. The goal is to ultimately sell the property later at a profit. ; 8884 tahiti ct orangevale ca 95662; Start Date 07/2025; Role/Title: Consultant; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-22
S63 Uniform Securities Agent State Law Examination 2013-08-13
  • S66 Uniform Combined State Law Examination
    2014-08-22
  • S63 Uniform Securities Agent State Law Examination
    2013-08-13
Other Names
  • Cameron Davidlouis Lagala
  • Cameron David Louis Lagala
  • Cameron D L Lagala

View on SEC IAPD

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