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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 2025-10-21
  • TX RA
    APPROVED
    Since 2025-10-21

Branch Locations

1302 Merrimac Dr,, Allen, TX 75002 • United States

5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • 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 Dallas TX 08/2022 Present
Insure You Too, Llc Mckinney TX 05/2022 08/2022
Running Gear Transportation Plano TX 06/2017 05/2022
Car Toys Inc. Plano TX 07/2004 05/2017
Nylife Securities Llc Dallas TX 09/2022 Present
Mogul Wealth Strategies, Llc Dallas TX 02/2023 03/2024
Tri Wealth, Llc Dallas TX 03/2024 Present
Eagle Strategies Llc Dallas TX 10/2025 Present
  • 08/2022 → Present
    New York Life Insurance Company
    Dallas, TX
  • 05/2022 → 08/2022
    Insure You Too, Llc
    Mckinney, TX
  • 06/2017 → 05/2022
    Running Gear Transportation
    Plano, TX
  • 07/2004 → 05/2017
    Car Toys Inc.
    Plano, TX
  • 09/2022 → Present
    Nylife Securities Llc
    Dallas, TX
  • 02/2023 → 03/2024
    Mogul Wealth Strategies, Llc
    Dallas, TX
  • 03/2024 → Present
    Tri Wealth, Llc
    Dallas, TX
  • 10/2025 → Present
    Dallas, TX
Other Businesses

[OPERATING UNDER THE DBA NAME OF TRI WEALTH, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 03/2024]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-20
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-20
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Mike Emery
  • Michael Emery

View on SEC IAPD

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