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Timothy James Haye

Eagle Strategies LLC

Toledo, OH

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-09-04
  • OH RA
    APPROVED
    Since 2020-09-04

Branch Locations

4032 N Holland Sylvania Rd, Toledo, OH 43623 • 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 Downers Grove IL 03/2016 Present
Nylife Securities Llc Downers Grove IL 03/2016 Present
Heritage Planners Maumee OH 12/2018 Present
Eagle Strategies Llc Toledo OH 09/2020 Present
  • 03/2016 → Present
    New York Life Insurance Company
    Downers Grove, IL
  • 03/2016 → Present
    Nylife Securities Llc
    Downers Grove, IL
  • 12/2018 → Present
    Heritage Planners
    Maumee, OH
  • 09/2020 → Present
    Toledo, OH
Other Businesses

[OPERATING UNDER THE DBA NAME OF HERITAGE PLANNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MAUMEE, OH; START DATE: 12/2018] [OneNorth LLC; WIfe's consulting company.; 41w215 Campton Trail Rd St Charles Il 60175; Start Date 04/2013; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Deet's LLC; BBQ Restaurant; 1226 S Mccord Rd Holland Oh 43528; Start Date 01/2017; Role/Title: Partner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the Life Insurance I write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Not Investment Related; .5 hours per month; .1 hours per month during securities trading hours][OneNorth Properties LLC; Business that manages and rents property; 4032 N Holland Sylvania Rd Toledo Oh 43623; Start Date 01/2025; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Ensure the books are accurate and hire any contractors to fix issues at property][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4032 N Holland Sylvania Toledo Oh 43623; Start Date 07/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-24
S63 Uniform Securities Agent State Law Examination 2016-08-19
  • S66 Uniform Combined State Law Examination
    2020-08-24
  • S63 Uniform Securities Agent State Law Examination
    2016-08-19

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