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Cavan Cotter

Eagle Strategies LLC

Grand Rapid, MI

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-03
  • MI RA
    APPROVED
    Since 2025-03-03

Branch Locations

333 Bridge Street North West Suite 600, Grand Rapid, MI 49504 • 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 Company Grand Rapids MI 04/2022 Present
Nylife Securities Llc Grand Rapids MI 09/2022 Present
Grand Rapids Express Tobacco Grand Rapids MI 07/2021 01/2022
Unemployed Grand Rapids MI 03/2020 06/2021
Cbs Solar Copemish MI 10/2019 02/2020
Power Home Solar Grand Rapids MI 12/2018 09/2019
Perrin Inc. Comstock Park MI 09/2018 11/2018
Tql Grand Rapids MI 12/2017 08/2018
Kodiak Construction Grand Rapids MI 06/2017 11/2017
Taylor Marketing Group Grand Rapids MI 11/2014 05/2017
Unemployed Grand Rapids MI 01/2022 04/2022
Eagle Strategies Llc Grand Rapid MI 03/2025 Present
  • 04/2022 → Present
    New York Life Insurance Company
    Grand Rapids, MI
  • 09/2022 → Present
    Nylife Securities Llc
    Grand Rapids, MI
  • 07/2021 → 01/2022
    Grand Rapids Express Tobacco
    Grand Rapids, MI
  • 03/2020 → 06/2021
    Unemployed
    Grand Rapids, MI
  • 10/2019 → 02/2020
    Cbs Solar
    Copemish, MI
  • 12/2018 → 09/2019
    Power Home Solar
    Grand Rapids, MI
  • 09/2018 → 11/2018
    Perrin Inc.
    Comstock Park, MI
  • 12/2017 → 08/2018
    Tql
    Grand Rapids, MI
  • 06/2017 → 11/2017
    Kodiak Construction
    Grand Rapids, MI
  • 11/2014 → 05/2017
    Taylor Marketing Group
    Grand Rapids, MI
  • 01/2022 → 04/2022
    Unemployed
    Grand Rapids, MI
  • 03/2025 → Present
    Eagle Strategies Llc
    Grand Rapid, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-01
S63 Uniform Securities Agent State Law Examination 2023-04-29
  • S66 Uniform Combined State Law Examination
    2025-03-01
  • S63 Uniform Securities Agent State Law Examination
    2023-04-29

View on SEC IAPD

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Other Investors

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ADAM DAVID SCHWALLIER
KYLE R SCHWALLIER
Mary Kathryn Britenfeld
TANYA MARIE HAWLEY
Randall Robert Murphy
CAROL ANNE DEHEN

Other Offices

DC & ASSOCIATES · GRAND RAPIDS, MI
LPL ENTERPRISE, LLC · GRAND RAPID, MI
SCHWALLIER WEALTH MANAGEMENT · GRAND RAPIDS, MI
LPL FINANCIAL LLC · GRAND RAPIDS, MI
SYNERGY WEALTH MANAGEMENT, LLC · GRAND RAPIDS, MI
FINANCIAL ADVISORY CORPORATION · GRAND RAPIDS, MI
LPL FINANCIAL LLC · GRAND RAPIDS, MI
MIDWEST CAPITAL ADVISORS, LLC · GRAND RAPIDS, MI

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