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Daniel Enrique Lopez

Eagle Strategies LLC

Thousand Oaks, CA

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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 2026-02-19
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2026-02-19
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

889 Pierce Court Suite 102, Thousand Oaks, CA 91360 • 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 Woodland Hills CA 07/2018 01/2020
Mdr Insurance & Financial Services Thousand Oaks CA 05/2017 01/2020
Ameriprise Financial Services, Inc. Los Angeles CA 07/2015 04/2017
Ameriprise Financial Services, Inc Calabasas CA 01/2020 04/2021
Nylife Securities Llc Thousand Oaks CA 03/2022 Present
New York Life Insurance Thousand Oaks CA 03/2022 Present
Mdr Insurance & Financial Services Thousand Oaks CA 09/2021 Present
Unemployed Westlake Village CA 04/2021 09/2021
Eagle Strategies Llc Thousand Oaks CA 04/2022 Present
  • 07/2018 → 01/2020
    Nylife Securities Llc
    Woodland Hills, CA
  • 05/2017 → 01/2020
    Mdr Insurance & Financial Services
    Thousand Oaks, CA
  • 07/2015 → 04/2017
    Ameriprise Financial Services, Inc.
    Los Angeles, CA
  • 01/2020 → 04/2021
    Ameriprise Financial Services, Inc
    Calabasas, CA
  • 03/2022 → Present
    Nylife Securities Llc
    Thousand Oaks, CA
  • 03/2022 → Present
    New York Life Insurance
    Thousand Oaks, CA
  • 09/2021 → Present
    Mdr Insurance & Financial Services
    Thousand Oaks, CA
  • 04/2021 → 09/2021
    Unemployed
    Westlake Village, CA
  • 04/2022 → Present
    Eagle Strategies Llc
    Thousand Oaks, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-14
  • S66 Uniform Combined State Law Examination
    2019-11-14
Other Names
  • Daniel E. Lopez
  • Danny Lopez

View on SEC IAPD

Other Firms

IBN ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC FINANCIAL
GOLD COAST SECURITIES, INC.
EDWARD JONES

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ANDREW LOUIS TOSHIE
KURT ALLEN WESTON
Todd Augustine

Other Offices

IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA

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