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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-31
  • FL RA
    APPROVED
    Since 2024-07-31

Branch Locations

495 North Keller Road Suite 150, Maitland, FL 32751 • 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
Rosen Hotel & Resort Orlando FL 10/2000 12/2020
New York Life Insurance Co Maitland FL 03/2021 Present
Nylife Securities Llc Maitland FL 10/2021 Present
Unemployed Winter Garden FL 01/2021 03/2021
Eagle Strategies Llc Maitland FL 07/2024 Present
  • 10/2000 → 12/2020
    Rosen Hotel & Resort
    Orlando, FL
  • 03/2021 → Present
    New York Life Insurance Co
    Maitland, FL
  • 10/2021 → Present
    Nylife Securities Llc
    Maitland, FL
  • 01/2021 → 03/2021
    Unemployed
    Winter Garden, FL
  • 07/2024 → Present
    Maitland, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-25
S63 Uniform Securities Agent State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2024-07-25
  • S63 Uniform Securities Agent State Law Examination
    2022-03-11

View on SEC IAPD

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