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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 2024-01-08
  • TX RA
    APPROVED
    Since 2024-01-08

Branch Locations

Cedar Hill, TX • United States

2600 Network Blvd. Suite 130, Frisco, TX 75034 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Frisco TX 05/2022 Present
New York Life Insurance Company Frisco TX 04/2022 Present
Self Employed Burleson TX 01/2000 04/2022
Eagle Strategies Llc Frisco TX 01/2024 Present
Shri Krishna Wealth & Insurance Solutions Llc Frisco TX 06/2024 Present
  • 05/2022 → Present
    Nylife Securities Llc
    Frisco, TX
  • 04/2022 → Present
    New York Life Insurance Company
    Frisco, TX
  • 01/2000 → 04/2022
    Self Employed
    Burleson, TX
  • 01/2024 → Present
    Frisco, TX
  • 06/2024 → Present
    Shri Krishna Wealth & Insurance Solutions Llc
    Frisco, TX
Other Businesses

[Sun Macro Corporation; I own 2 rental properties under Sun Macro Corporation. 1501 west miller rd garland. 2. 1370 west beltline rd lancaster; 2812 Pinnacle Dr, Burleson TX 76028; Start Date 01/2001; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [24-7 Alvarado Inc; 24-7 Alvarado Inc is for land ownership which is currently for sale.; 2812 Pinnacle Dr, Burleson TX 76028; Start Date 06/2016; Role/Title: Owner; Not Investment Related; 0 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; 2606 Pinehurst lane Cedar Hill TX 75104; Start Date 05/2024; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SHRI KRISHNA WEALTH & INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (FRISCO, TX); START DATE: 06/2024]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-16
  • S63 Uniform Securities Agent State Law Examination
    2022-05-16
Designations

View on SEC IAPD

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