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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-09-03
  • VA RA
    APPROVED
    Since 2019-09-03

Branch Locations

131 E Lee Avenue, Vinton, VA 24179 • 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
New York Life Insurance Co Roanoke VA 01/2014 Present
Nylife Securities Llc Roanoke VA 07/2014 Present
The Conner Group Vinton VA 06/2015 Present
Eagle Strategies Llc Vinton VA 09/2019 Present
Generational Financial Partners Llc Vinton VA 01/2023 Present
  • 01/2014 → Present
    New York Life Insurance Co
    Roanoke, VA
  • 07/2014 → Present
    Nylife Securities Llc
    Roanoke, VA
  • 06/2015 → Present
    The Conner Group
    Vinton, VA
  • 09/2019 → Present
    Vinton, VA
  • 01/2023 → Present
    Generational Financial Partners Llc
    Vinton, VA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 131 E Lee Ave Vinton Va 24179; Start Date 07/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Conner Brugh LLC; Rental Property. Office space that I occupy personally that has potential rental income in the future.; 131 E. Lee Street Vinton Va 24179; Start Date 12/2016; Role/Title: Owner; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE CONNER GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; VINTON, VA; START DATE: 06/2015] [Roanoke Rescue Mission Foundation Board; The Rescue Mission Foundation was established in 1991 to create an endowment fund for the support of the Rescue Mission.; 402 4th Street SE, Roanoke, VA 24013; Start Date 02/2020; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Conner Brugh Capital LLC; Business operating account for future staff.; 131 E. Lee Avenue Vinton, VA 24179; Start Date 04/2021; Role/Title: Partner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; operating account for future payroll obligations.] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (VINTON VA 24179); START DATE: 01/2023] [Maple Lee Investments LLC; LLC was created to pay an employee who the members of Maple Lee LLC shares for an administration role within our office.; 131 E. Lee Ave Vinton, VA 24179; Start Date 12/2023; Role/Title: Partner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Botetourt County Parks and Recreation - Basketball; I coach local basketball teams.; 16 E Main Street Fincastle, VA 24090; Start Date 01/2024; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours][SUMMERFIELD FUND LLC; multi-family apartments and commercial retail space;?; Charleston, SC; Start Date 01/2025; Passive Partner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-20
S63 Uniform Securities Agent State Law Examination 2014-12-01
  • S66 Uniform Combined State Law Examination
    2019-08-20
  • S63 Uniform Securities Agent State Law Examination
    2014-12-01
Other Names
  • Wesley Andrew Brugh

View on SEC IAPD

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