Coley Thompson Bellamy

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-11-15

TX RA
APPROVED

Since 2021-11-15

Branch Locations

8000 Ih 10 West Ste 800, San Antonio, TX 78230 • United States

Disclosures

3 disclosure categories 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 Yes
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Nylife Securities Llc	San Antonio	TX	10/2013	Present
New York Life Insurance Company	San Antonio	TX	08/2013	Present
Eagle Strategies Llc	San Antonio	TX	11/2021	Present

10/2013 → Present

Nylife Securities Llc

San Antonio, TX
08/2013 → Present

New York Life Insurance Company

San Antonio, TX
11/2021 → Present

Eagle Strategies Llc

San Antonio, TX

Other Businesses

[Rental Property; own a home, that I receive rent for.; 3619 Bisley Pass San Antonio, TX 78245; Start Date 11/2016; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 8000 IH 10 west, Suite 800 San Antonio, TX 78230; Start Date 01/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-10-29
S63	Uniform Securities Agent State Law Examination	2014-03-28

S65 Uniform Investment Adviser Law Examination

2021-10-29
S63 Uniform Securities Agent State Law Examination

2014-03-28

Other Names

Coley Thomposn Bellamy

View on SEC IAPD