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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 2024-07-03
  • TX RA
    APPROVED
    Since 2024-07-03

Branch Locations

7160 Dallas Parkway Suite 510, Plano, TX 75024 • United States

2431 East 61St Street Suite 650, Tulsa, OK 74136 • 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 Fresno CA 07/1991 Present
Nylife Securities Llc Fresno CA 02/1992 Present
Eagle Strategies Llc Edina MN 06/2012 Present
  • 07/1991 → Present
    New York Life Insurance Company
    Fresno, CA
  • 02/1992 → Present
    Nylife Securities Llc
    Fresno, CA
  • 06/2012 → Present
    Edina, MN
Other Businesses

[Rental Property: owner; investment related; rent out two homes; start date 03/2003] [Bishop Air Leasing; Leasing/renting out plane that is owned by company(my sons company); 3850 Lone Cedar Lane, Chaska MN 55318; Start Date 11/2021; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; loan assistance]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-05-14
  • S63 Uniform Securities Agent State Law Examination
    1992-05-14
Designations

View on SEC IAPD

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