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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 2025-07-11
MT RA APPROVED 2022-08-25
  • TX RA
    APPROVED_RES
    Since 2025-07-11
  • MT RA
    APPROVED
    Since 2022-08-25

Branch Locations

176 South 32Nd Street West Suite 1, Billings, MT 59102 • 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 Billings MT 08/2014 Present
Digital Layer Design Billings MT 07/2008 Present
Nylife Securities Llc Billngs MT 09/2014 Present
Retirement Solutions Billings MT 01/2015 Present
Eagle Strategies Llc Billings MT 08/2022 Present
  • 08/2014 → Present
    New York Life Insurance Co
    Billings, MT
  • 07/2008 → Present
    Digital Layer Design
    Billings, MT
  • 09/2014 → Present
    Nylife Securities Llc
    Billngs, MT
  • 01/2015 → Present
    Retirement Solutions
    Billings, MT
  • 08/2022 → Present
    Billings, MT
Other Businesses

[Digital Layer Design; Freelance graphic design services that provide identity, print, and photography. Photography services and artwork for personal and/or business use.; 3207 Avenue F, Billings, MT 59102; Start Date 07/2008; 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; 178 S 32nd ST W, Suite 1, Billings, MT 59102; Start Date 03/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RETIREMENT SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BILLINGS, MT; START DATE: 01/2015]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2014-10-24
  • S65 Uniform Investment Adviser Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2014-10-24
Other Names
  • Adam Daniel Gross
  • Adam D Gross

View on SEC IAPD

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