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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_RES 2023-12-11
WA RA APPROVED 2020-06-18
  • TX RA
    APPROVED_RES
    Since 2023-12-11
  • WA RA
    APPROVED
    Since 2020-06-18

Branch Locations

Montesano, WA • United States

2116 Caton Way Sw Ste 101, Olympia, WA 98502 • 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 Company Tacoma WA 04/2006 Present
Nylife Securities Puyallup WA 07/2006 Present
Hooper Financial Montesano WA 07/2013 Present
Hooper Insurance Services Olympia WA 10/2019 Present
Eagle Strategies Llc Olympia WA 06/2020 Present
Breakthrough Blades Mccleary WA 05/2023 Present
Mahoney Financial Organization, Llc Montesano WA 02/2024 Present
  • 04/2006 → Present
    New York Life Insurance Company
    Tacoma, WA
  • 07/2006 → Present
    Nylife Securities
    Puyallup, WA
  • 07/2013 → Present
    Hooper Financial
    Montesano, WA
  • 10/2019 → Present
    Hooper Insurance Services
    Olympia, WA
  • 06/2020 → Present
    Olympia, WA
  • 05/2023 → Present
    Breakthrough Blades
    Mccleary, WA
  • 02/2024 → Present
    Mahoney Financial Organization, Llc
    Montesano, WA
Other Businesses

[Summit Pacific Medical Center; Hospital and clinics; 600 E Main St, Elma, WA 98541; Start Date 04/2008; Role/Title: Chairman of the Board; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; hold the hospital administration accountable to following the mission and vision as well as review the performance of the CEO and create the strategic plan.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; OPERATING UNDER THE DBA NAME OF HOOPER FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: MONTESANO, WA; START DATE: 07/2013] [Beasts Obstacle Course Racers; I created and lead a social media group on Facebook.com that connects people who have an interest in Obstacle Course Racing with one another for training, racing, and socializing.; 403 N Division St, Elma, WA 98541; Start Date 10/2014; Role/Title: Creator; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Property and Casualty Sales; Sale of home, auto, and business liability insurance; 2116 Caton Way SW, Ste 101, Olympia, WA 98502; Start Date 01/2019; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HOOPER INSURANCE SERVICES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; OLYMPIA, WA; START DATE: 10/2019] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5403 Olympic Dr NW, Suite 101, Gig Harbor, WA 98335; Start Date 07/2022; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Breakthrough Blades; blacksmith tools, knives, swords, and fixtures; 576 W Elma Hicklin Rd, McCleary, WA 98557; start 05/2023; owner; commissions ; 40 hours per month , 0 hours during securities trading hours; non-investment related] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MONTESANO WA; START DATE: 02/2024][Breakthrough-2-Thrive; speaking events for compensation-writing articles, books, podcast called "Thrive Beyond Time", and blogging on the topics of relationships, entrepreneurship, leadership, health and fitness, and overall well-being. ; 576 W Elma Hicklin Rd, McCleary, WA 98557; Start Date 08/2018; Role/Title: Owner; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-30
S63 Uniform Securities Agent State Law Examination 2007-01-18
  • S65 Uniform Investment Adviser Law Examination
    2020-05-30
  • S63 Uniform Securities Agent State Law Examination
    2007-01-18
Other Names
  • Andrew Thomas Wood

View on SEC IAPD

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