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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-03-09
  • MA RA
    APPROVED
    Since 2015-03-09

Branch Locations

201 Jones Road, Waltham, MA 02451 • 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 Waltham MA 05/2014 Present
New York Life Insurance Company Waltham MA 05/2014 Present
Eagle Strategies Llc Waltham MA 03/2015 Present
  • 05/2014 → Present
    Nylife Securities Llc
    Waltham, MA
  • 05/2014 → Present
    New York Life Insurance Company
    Waltham, MA
  • 03/2015 → Present
    Waltham, MA
Previous Registrations
Other Businesses

[SAINT KATHRYN'S PARISH; MEMBER OF THE FINANCE COMMITTEE; 6 DRACUT ROAD, HUDSON, NH 03051; START DATE 01/2015; ROLE/TITLE: VOLUNTEER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NFTs/Digital Art; non-fungible tokens, linked to the cryptocurrency blockchain; No address; Start Date 01/2022; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [TrendsxWilson; retail clothing and accessories which are designed and uploaded using Etsy as the "storefront"; 10 Blossom Street, Tyngsboro, MA 01879; Start Date 11/2023; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; create the designs and upload them to Etsy]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-26
  • S66 Uniform Combined State Law Examination
    2013-09-26
Designations
Other Names
  • David J Wilson

View on SEC IAPD

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