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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Spokane | WA | 03/2022 | Present |
| San Jose State University | San Jose | CA | 01/2017 | 12/2021 |
| Silva Martial Arts Llc | Santa Clara | CA | 01/2007 | 07/2019 |
| The Science Factory Llc | San Jose | CA | 01/2014 | 06/2020 |
| Nylife Securities Llc | Spokane | WA | 06/2022 | Present |
| Unemployment | Greenacres | WA | 01/2022 | 03/2022 |
| San Jose City College | San Jose | CA | 08/2017 | 06/2019 |
| Eagle Strategies Llc | Spokane | WA | 02/2024 | Present |
| Hurst Financial, Llc | Spokane Valley | WA | 10/2024 | Present |
[The Science Factory; summer camp; 1831 S Barker Rd, Spokane Valley, WA 99016; Start Date 08/2023; Role/Title: Owner; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; owner of this summer camp, and lead teacher.] [JB River Homes LLC; Turnkey Air BnB - management only, cleaning and services will be provided by contractors; 11402 E Fruit Hill Rd Spokane, WA 99206; Start Date 07/2024; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Jen Morrison LLC; Business Consultant for my wife's YouTube channel and related content.; 206 Ironwood Dr Coeur d'Alene, ID 83814; Start Date 07/2024; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Jen Morrison LLC; Business Consultant for my wife's YouTube channel and related content.; 206 Ironwood Dr Coeur d'Alene, ID 83814; Start Date 07/2024; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Hurst Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SPOKANE VALLEY WA; START DATE: 10/2024][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 303 S University Rd Ste 106 Spokane Valley; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-14 |
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