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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-29
  • CA RA
    APPROVED
    Since 2026-01-29

Branch Locations

3530 Wilshire Blvd. Suite 1600, Los Angeles, CA 90010 • 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 Insurance Comp Franklin TN 04/2006 06/2018
Nylife Securities Llc Franklin TN 11/2007 06/2018
Eagle Strategies Llc Harrisburg PA 07/2018 Present
New York Life Insurance Co Harrisburg PA 06/2018 Present
Nylife Securities Llc Harrisburg PA 06/2018 Present
  • 04/2006 → 06/2018
    Nylife Insurance Comp
    Franklin, TN
  • 11/2007 → 06/2018
    Nylife Securities Llc
    Franklin, TN
  • 07/2018 → Present
    Harrisburg, PA
  • 06/2018 → Present
    New York Life Insurance Co
    Harrisburg, PA
  • 06/2018 → Present
    Nylife Securities Llc
    Harrisburg, PA
Other Businesses

[Community First Fund; Board member. Participate in board meetings; 51 S Duke St Suite 400, Lancaster, PA 17602; Start Date 11/2018; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Rental Property; Renting a property in the Dominican Republic; Residencial Vista Ecologica, Avenida Ecologica Bloque C unidad 401, Santo Domingo Este; Start Date 01/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Communicate with renters for payment and any issues that may arise with property]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-19
S63 Uniform Securities Agent State Law Examination 2008-01-29
  • S66 Uniform Combined State Law Examination
    2015-10-19
  • S63 Uniform Securities Agent State Law Examination
    2008-01-29
Other Names
  • Charlie Santiago

View on SEC IAPD

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