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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-04-07
TX RA APPROVED 2021-01-16
  • NV RA
    APPROVED
    Since 2026-04-07
  • TX RA
    APPROVED
    Since 2021-01-16

Branch Locations

1700 S Pavilion Center Dr, Suite 450 New York Life Insurance Co,, Las Vegas, NV 89135 • 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 Austin TX 03/2014 Present
New York Life Insurance Company Austin TX 11/2013 Present
Michael Kors Round Rock TX 11/2018 Present
Cadence Wealth Management, L.L.C. Austin TX 01/2020 12/2024
Eagle Strategies Llc Austin TX 01/2021 Present
Field Financial Strategies, Llc New York NY 06/2024 Present
  • 03/2014 → Present
    Nylife Securities Llc
    Austin, TX
  • 11/2013 → Present
    New York Life Insurance Company
    Austin, TX
  • 11/2018 → Present
    Michael Kors
    Round Rock, TX
  • 01/2020 → 12/2024
    Cadence Wealth Management, L.L.C.
    Austin, TX
  • 01/2021 → Present
    Austin, TX
  • 06/2024 → Present
    Field Financial Strategies, Llc
    New York, NY
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3821 Juniper Trace, Suite 203, Austin, TX 78738; Start Date 04/2017; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NAIFA; PO BOX 28226, AUSTIN, TX 78755; START DATE 07/2015; ROLE/TITLE: BOARD MEMBER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Sigma Chi Fraternity; Collegiate fraternal organization; 1714 Hinman Ave Evanston, IL 60201; Start Date 11/2021; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours;Assistant Grand Praetor" in which my duties include providing general support and mentorship to the local central Texas collegiate members in the organization.] [Rental Property ; The property that I own in Austin will be leased out to long term renters and managed by a local property management company. I will not have any day to day involvement in the activities of managing the home.; 9015 Cattle Baron Path Unit 304 Austin, TX 78747; Start Date 10/2023; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Field Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW YORK NY; START DATE: 06/2024]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
S63 Uniform Securities Agent State Law Examination 2014-10-22
  • S66 Uniform Combined State Law Examination
    2020-12-19
  • S63 Uniform Securities Agent State Law Examination
    2014-10-22

View on SEC IAPD

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