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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-04-26
  • AL RA
    APPROVED
    Since 2024-04-26

Branch Locations

2310 Starmount Circle Sw, Huntsville, AL 35801 • 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
Integration Innovation, Inc. (I3) Huntsville AL 06/2021 07/2022
Brindlee Mountain Fire Apparatus Union Grove AL 05/2020 08/2020
University Of Evansville Evansville IN 08/2017 05/2021
Piedmont Recreation Association Huntsville AL 05/2014 08/2020
Huntsville City Schools Huntsville AL 08/2010 05/2017
New York Life Insurance Co Huntsville AL 02/2022 Present
Nylife Securities Llc Huntsville AL 07/2022 Present
Randolph High School Huntsville AL 08/2022 Present
Eagle Strategies Llc Huntsville AL 04/2024 Present
Smith Financial Group, Llc Huntsville AL 05/2025 Present
  • 06/2021 → 07/2022
    Integration Innovation, Inc. (I3)
    Huntsville, AL
  • 05/2020 → 08/2020
    Brindlee Mountain Fire Apparatus
    Union Grove, AL
  • 08/2017 → 05/2021
    University Of Evansville
    Evansville, IN
  • 05/2014 → 08/2020
    Piedmont Recreation Association
    Huntsville, AL
  • 08/2010 → 05/2017
    Huntsville City Schools
    Huntsville, AL
  • 02/2022 → Present
    New York Life Insurance Co
    Huntsville, AL
  • 07/2022 → Present
    Nylife Securities Llc
    Huntsville, AL
  • 08/2022 → Present
    Randolph High School
    Huntsville, AL
  • 04/2024 → Present
    Huntsville, AL
  • 05/2025 → Present
    Smith Financial Group, Llc
    Huntsville, AL
Other Businesses

[Randolph High School; Assistant Varsity Swim Coach for Randolph Highschool and Middle School students. Attend practices throughout the week and meets that are either on the weekends or after work hours.; 4915 Garth Road SE Huntsville, AL 35802; Start Date 08/2022; Role/Title: Educator/Instructor; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2310 Starmount Circle SW, Huntsville, AL 35801; Start Date 10/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Rotaract Club of Huntsville Board ; Board Member. Young professional community organization in Huntsville, AL.; P.O. Box 690, Huntsville, AL 35804.; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; recruiting] [OPERATING UNDER THE DBA NAME OF Smith Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; HUNTSVILLE AL; START DATE: 05/2025][Accelerate BNI Chapter; BNI is a networking organization that connects professionals from various industries to pass referrals.; 3101 Burritt Dr SE, Huntsville, AL 35801; Start Date 06/2025; Role/Title: Board Member; Not Investment Related; 6 hours per month; 4 hours per month during securities trading hours; president]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-24
S63 Uniform Securities Agent State Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-04-24
  • S63 Uniform Securities Agent State Law Examination
    2022-08-31

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