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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 2025-03-28
OK RA APPROVED 2023-07-07
  • TX RA
    APPROVED
    Since 2025-03-28
  • OK RA
    APPROVED
    Since 2023-07-07

Branch Locations

7733 W Britton Road, Oklahoma City, OK 73132 • 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
Oklahoma Department Of Transportation Oklahoma City OK 05/2004 09/2023
Nylife Securities Llc Oklahoma City OK 03/2023 Present
New York Life Insurance Company Oklahoma City OK 02/2023 Present
Cimarron Financial Group Oklahoma City OK 06/2023 Present
Eagle Strategies Llc Oklahoma City OK 07/2023 Present
  • 05/2004 → 09/2023
    Oklahoma Department Of Transportation
    Oklahoma City, OK
  • 03/2023 → Present
    Nylife Securities Llc
    Oklahoma City, OK
  • 02/2023 → Present
    New York Life Insurance Company
    Oklahoma City, OK
  • 06/2023 → Present
    Cimarron Financial Group
    Oklahoma City, OK
  • 07/2023 → Present
    Oklahoma City, OK
Other Businesses

[OPERATING UNDER THE DBA NAME OF CIMARRON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (OKLAHOMA CITY, OK; START DATE: 06/2023] [CFG Holdings; This LLC owns the real estate used for my office location; 7733 W Britton Rd, Oklahoma City, OK 73132; Start Date 06/2025; Role/Title: Member-Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Cimarron Financial Group LLC; This LLC is used to pay shared operating expenses (personnel costs, office expenses, etc.) for the DBA Cimarron Financial Group. ; 7733 W Britton Rd, Oklahoma City, OK 73049; Start Date 06/2025; Role/Title: Member; Investment Related; 40 hours per month; 30 hours per month during securities trading hours][S5 Group LLC; This LLC is used to own real estate 919 S Bryant Ave, Edmond, OK 73034. S5 Group LLC was previously used for business expenses, but I have moved business expenses from S5 Group LLC to Cimarron Financial Group LLC.; 11717 N Douglas Blvd, Jones, OK 73049; Start Date 02/2023; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 7733 W Britton Rd, Oklahoma City, OK 73132; Start Date 10/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 4 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-27
  • S66 Uniform Combined State Law Examination
    2023-06-27

View on SEC IAPD

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