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Michael Paul Williams

Eagle Strategies LLC

Roanoke, VA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-26
  • VA RA
    APPROVED
    Since 2025-02-26

Branch Locations

2965 Colonnade Drive Suite 220, Roanoke, VA 24018 • 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
Us Foods Salem VA 07/2021 04/2022
Fedex Ground Roanoke VA 09/2014 06/2021
New York Life Insurance Company Roanoke VA 06/2022 Present
Unemployed Salem VA 05/2022 05/2022
Nylife Securities Llc Roanoke VA 02/2023 Present
Eagle Strategies Llc Roanoke VA 02/2025 Present
Ascend Financial Strategies, Llc Roanoke VA 09/2025 Present
Blanks & Company Roanoke VA 07/2026 Present
  • 07/2021 → 04/2022
    Us Foods
    Salem, VA
  • 09/2014 → 06/2021
    Fedex Ground
    Roanoke, VA
  • 06/2022 → Present
    New York Life Insurance Company
    Roanoke, VA
  • 05/2022 → 05/2022
    Unemployed
    Salem, VA
  • 02/2023 → Present
    Nylife Securities Llc
    Roanoke, VA
  • 02/2025 → Present
    Roanoke, VA
  • 09/2025 → Present
    Ascend Financial Strategies, Llc
    Roanoke, VA
  • 07/2026 → Present
    Blanks & Company
    Roanoke, VA
Other Businesses

[OPERATING UNDER THE DBA NAME OF Ascend Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ROANOKE VA; START DATE: 09/2025][Insurance Brokering; [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2965 Colonnade Dr Suite 220 Roanoke VA 24018; Start Date 11/2024; Role/Title: Independent Contractor; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLANKS & COMPANY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ROANOKE, VA); START DATE: 07/2026]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-21
S63 Uniform Securities Agent State Law Examination 2023-06-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2023-06-05

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