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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 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • United States

Wylie, TX • 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 Dallas TX 02/2023 Present
New York Life Insurance Company Dallas TX 12/2022 Present
Unemployed Dallas TX 06/2022 12/2022
Dallas Theological Seminary Dallas TX 08/2012 05/2022
World Financial Group Dallas TX 10/2020 09/2021
Gateway Of Grace Dallas TX 08/2016 06/2017
Cloud Wealth Strategies, Llc Dallas TX 04/2024 Present
Eagle Strategies Llc Dallas TX 10/2025 Present
  • 02/2023 → Present
    Nylife Securities Llc
    Dallas, TX
  • 12/2022 → Present
    New York Life Insurance Company
    Dallas, TX
  • 06/2022 → 12/2022
    Unemployed
    Dallas, TX
  • 08/2012 → 05/2022
    Dallas Theological Seminary
    Dallas, TX
  • 10/2020 → 09/2021
    World Financial Group
    Dallas, TX
  • 08/2016 → 06/2017
    Gateway Of Grace
    Dallas, TX
  • 04/2024 → Present
    Cloud Wealth Strategies, Llc
    Dallas, TX
  • 10/2025 → Present
    Dallas, TX
Other Businesses

[Anglican Church in North America; denominational religious body; weekend priest; no compensation; 3836 Oak Grove Road P.O. Box 776 Loganville, GA 30052; 3 hours per month, 0 hours during securities trading hours; non-investment related] [Christ Church Plano; church ministry. volunteer as a weekend assistant priest on as needed basis; 4550 Legacy Dr, Plano, TX 75024; No compensation; 3 hours per month, 0 hours during securities trading hours; non-investment related] [OPERATING UNDER THE DBA NAME OF CLOUD WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 04/2024] [Trinity Lakeside; a contemplative Christian community. This is a religious body built around contemplative Christianity dedicated to prayer, worship and care for souls.; Trinity Lakeside Abbey 170 S Woodland Trail Double Oak, TX 75077; Start Date 01/2025; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Serving as a volunteer Assisting Priest with preaching and pastoral responsibilities.] [FOCUS Group North America Inc; FOCUS Group NA inc is a non-profit entity that brings together associates in North America for fellowship and support-raising for FOCUS-Kenya.; 2303 Oxford Rd. Lawrence, Kansas 66049; Start Date 10/2020; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; My wife Caroline and I will serve as treasurers/resource mobilization coordinators for the group. She is a signatory to the bank account alongside two other officers. I will assist her with mobilization and coordination but will not sign any checks or handle account processing issues.][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; Lyndon B. Johnson Fwy, Suite 1600, Dallas, TX 75244; Start Date 04/2026; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 30 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-25
S63 Uniform Securities Agent State Law Examination 2023-07-24
  • S66 Uniform Combined State Law Examination
    2025-10-25
  • S63 Uniform Securities Agent State Law Examination
    2023-07-24

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