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Emily Renee Wurm

Eagle Strategies LLC

Upper Sandusky, OH

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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 2022-09-19
OH RA APPROVED 2022-08-05
  • TX RA
    APPROVED
    Since 2022-09-19
  • OH RA
    APPROVED
    Since 2022-08-05

Branch Locations

117 West Wyanot Avenue, Upper Sandusky, OH 43351 • 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 Upper Sandusky OH 09/2021 Present
Baker Financial Group Upper Sandusky OH 09/2021 Present
Century 21 Bolte Real Estate Tiffin OH 01/2021 12/2021
Unemployed Tiffin OH 08/2020 12/2020
Nationwide Insurance Columbus OH 04/2018 07/2020
Mt Vernon Nazarene University Mt Vernon OH 08/2014 04/2018
Eagle Engineered Solutions Mt Vernon OH 05/2016 04/2018
Eagle Strategies Llc Upper Sandusky OH 08/2022 Present
  • 09/2021 → Present
    Nylife Securities Llc
    Upper Sandusky, OH
  • 09/2021 → Present
    Baker Financial Group
    Upper Sandusky, OH
  • 01/2021 → 12/2021
    Century 21 Bolte Real Estate
    Tiffin, OH
  • 08/2020 → 12/2020
    Unemployed
    Tiffin, OH
  • 04/2018 → 07/2020
    Nationwide Insurance
    Columbus, OH
  • 08/2014 → 04/2018
    Mt Vernon Nazarene University
    Mt Vernon, OH
  • 05/2016 → 04/2018
    Eagle Engineered Solutions
    Mt Vernon, OH
  • 08/2022 → Present
    Eagle Strategies Llc
    Upper Sandusky, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-04
  • S66 Uniform Combined State Law Examination
    2022-08-04
Other Names
  • Emily Renee Williams

View on SEC IAPD

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Other Investors

CHAD STEVEN BAKER
MARTIN A STANSBERY
KURTIS PAUL MILLER
BRENT ALAN BARCHENT
ZACHARY DANIEL LUCAS
TODD ALLEN LEIGHTEY
Heather Margaret Skaggs
Christopher John Daris

Other Offices

EAGLE STRATEGIES LLC · UPPER SANDUSKY, OH
EAGLE STRATEGIES LLC · UPPER SANDUSKY, OH
CETERA INVESTMENT ADVISERS LLC · UPPER SANDUSKY, OH
LPL FINANCIAL LLC · UPPER SANDUSKY, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · UPPER SANDUSKY, OH
EDWARD JONES · UPPER SANDUSKY, OH
EDWARD JONES · UPPER SANDUSKY, OH
WESBANCO SECURITIES, INC. · Carey, OH

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