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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-25
  • NC RA
    APPROVED
    Since 2025-06-25

Branch Locations

4140 Parklake Ave Suite 450, Raleigh, NC 27612 • 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
Papa John's Pizza Knoxville TN 07/2021 02/2022
Knox Wire Harnesses Knoxville TN 10/2019 07/2021
Bitesquad Knoxville TN 04/2018 10/2019
Panera Bread Knoxville TN 01/2017 04/2018
Glass Memorial Library Knoxville TN 08/2013 05/2017
Nylife Securities Knoxville TN 06/2022 Present
New York Life Knoxville TN 02/2022 Present
Eagle Strategies Llc Knoxville TN 08/2024 Present
  • 07/2021 → 02/2022
    Papa John's Pizza
    Knoxville, TN
  • 10/2019 → 07/2021
    Knox Wire Harnesses
    Knoxville, TN
  • 04/2018 → 10/2019
    Bitesquad
    Knoxville, TN
  • 01/2017 → 04/2018
    Panera Bread
    Knoxville, TN
  • 08/2013 → 05/2017
    Glass Memorial Library
    Knoxville, TN
  • 06/2022 → Present
    Nylife Securities
    Knoxville, TN
  • 02/2022 → Present
    New York Life
    Knoxville, TN
  • 08/2024 → Present
    Knoxville, TN
Other Businesses

[US Gaelic Athletic Association (USGAA); A sports referee traveling on a roughly quarterly basis to regional weekend tournament. Would typically be paid on a per diem/expense reimbursement basis. The majority of months will be done on a non-paid volunteer basis in my town.; 2310 Nadine St., Knoxville, TN, 37917; Start Date 03/2024; Role/Title: Certified Referee; Not Investment Related; 7 hours per month; 0 hours per month during securities trading hours][Residual Commissions ; Gerber Life Insurance Company. I have two policies that I sold during my time as an agent through the CRUMP program and may still be receiving residual commissions for them. ; 445 State St, Fremont, MI 49412; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-02
  • S63 Uniform Securities Agent State Law Examination
    2022-09-02
Designations

View on SEC IAPD

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