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Joseph William Donaldson

Eagle Strategies LLC

Montgomery, AL

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2001-09-17
  • AL RA
    APPROVED
    Since 2001-09-17

Branch Locations

4121 Carmichael Road Suite 501, Montgomery, AL 36106 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ny Life Ins.CO. Montgomery AL 07/1978 Present
Nylife Securities Inc. Montgomery AL 07/1982 Present
Eagle Strategies Llc Montgomery AL 12/2010 Present
  • 07/1978 → Present
    Ny Life Ins.CO.
    Montgomery, AL
  • 07/1982 → Present
    Nylife Securities Inc.
    Montgomery, AL
  • 12/2010 → Present
    Montgomery, AL
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 9/2004] [Partners 80, LLC; investment in raw land; PO Box 3277 Montgomery, AL 36109; Investor; 1 hour per month; 25% owner] [Faulkner University; start date 06/2010; director-board member; Montgomery Alabama; meeting 2 -3 times per year]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-02
  • S63 Uniform Securities Agent State Law Examination
    1984-08-02

View on SEC IAPD

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