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Trevor Scott David Isaacs

Eagle Strategies LLC

Rancho Santa Fe, 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 2017-12-07
CA RA APPROVED 2017-06-08
  • TX RA
    APPROVED
    Since 2017-12-07
  • CA RA
    APPROVED
    Since 2017-06-08

Branch Locations

16950 Via De Santa Fe Suite 110, Rancho Santa Fe, CA 92091 • 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 San Diego CA 08/2014 Present
New York Life Insurance Company San Diego CA 05/2014 Present
Eagle Strategies Llc San Diego CA 06/2017 Present
Izx Financial And Insurance Solutions San Diego CA 06/2020 Present
  • 08/2014 → Present
    Nylife Securities Llc
    San Diego, CA
  • 05/2014 → Present
    New York Life Insurance Company
    San Diego, CA
  • 06/2017 → Present
    San Diego, CA
  • 06/2020 → Present
    Izx Financial And Insurance Solutions
    San Diego, CA
Other Businesses

[Insurance Brokering through Infinity Advisory Group and through The Producers Group; 16100 N 71ST St, Ste 120 Scottsdale, AZ 85254; Start Date 02/2017; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF IZX FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN DIEGO, CA; START DATE: 06/2020] [Isaacs Financial Group LLC; This LLC serves as an entity to capture commissions from brokering business and to pay business expenses for tax purposes; 4365 Executive Dr., 8th Floor, San Diego, CA 92121; Start Date 01/2024; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-27
S63 Uniform Securities Agent State Law Examination 2014-10-28
  • S66 Uniform Combined State Law Examination
    2017-05-27
  • S63 Uniform Securities Agent State Law Examination
    2014-10-28
Designations

View on SEC IAPD

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