Best Investors Account Sign in

Joseph Morgan Russell Mitchell

Eagle Strategies LLC

Folsom, LA

Mandeville, LA

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-04
TX RA APPROVED 2024-11-25
  • LA RA
    APPROVED
    Since 2024-12-04
  • TX RA
    APPROVED
    Since 2024-11-25

Branch Locations

83603 Holliday Rd,, Folsom, LA 70437 • United States

830 West Causeway Approach Suite 1100, Mandeville, LA 70471 • 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 New Orleans LA 09/2021 Present
Unemployed Covington LA 08/2020 09/2021
Covington High School Covington LA 08/2016 07/2020
Nylife Securities Llc New Orleans LA 03/2022 Present
Eagle Strategies Llc Mandeville LA 11/2024 Present
  • 09/2021 → Present
    New York Life Insurance Co
    New Orleans, LA
  • 08/2020 → 09/2021
    Unemployed
    Covington, LA
  • 08/2016 → 07/2020
    Covington High School
    Covington, LA
  • 03/2022 → Present
    Nylife Securities Llc
    New Orleans, LA
  • 11/2024 → Present
    Mandeville, LA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 830 WEST CAUSEWAY APPROACH SUITE 1100 MANDEVILLE, LA 70471; Start Date 02/2025; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
S63 Uniform Securities Agent State Law Examination 2023-04-10
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20
  • S63 Uniform Securities Agent State Law Examination
    2023-04-10
Other Names
  • J.MOrgan Russell Mitchell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Folsom, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor