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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 2019-05-22
FL RA APPROVED 2018-09-19
  • TX RA
    APPROVED
    Since 2019-05-22
  • FL RA
    APPROVED
    Since 2018-09-19

Branch Locations

125 W. Romana Street One Pensacola Plaza Suite 720, Pensacola, FL 32502 • 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 Pensacola FL 10/2011 Present
Nylife Securities Llc Pensacola FL 10/2011 Present
Atlas Financial Strategies, Llc Pensacola FL 01/2015 Present
Emerald Coast Wealth Strategies, Llc Pensacola FL 09/2015 01/2019
Eagle Strategies Llc Pensacola FL 09/2018 Present
  • 10/2011 → Present
    New York Life Insurance
    Pensacola, FL
  • 10/2011 → Present
    Nylife Securities Llc
    Pensacola, FL
  • 01/2015 → Present
    Atlas Financial Strategies, Llc
    Pensacola, FL
  • 09/2015 → 01/2019
    Emerald Coast Wealth Strategies, Llc
    Pensacola, FL
  • 09/2018 → Present
    Pensacola, FL
Other Businesses

[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF ATLAS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; 7282 PLANTATION RD. SUITE 400 PENSACOLA, FL 32504; START DATE 01/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; Rental real estate. I have a house that we will rent out to produce income; 7863 White Sands Blvd., Navarre, FL 32566; Start Date 04/2022; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; COLLECT RENT] [Waterfront Rescue Mission; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 3/2017; 380 W. Herman St. Pensacola, FL 32505; 3 HOURS PER MONTH TWO DURING SECURITIES HOURS; They are a Christian based homeless rehabilitation organization; ATTEND BOARD MEETINGS] [Book: Getting business sales ready; Writing a book about getting your business "sale ready" even if you don't plan to sell it. ; 125 West Romana Street, Suite 720, Pensacola, FL 32502; Start Date 07/2024; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-07
S63 Uniform Securities Agent State Law Examination 2015-03-30
  • S65 Uniform Investment Adviser Law Examination
    2018-09-07
  • S63 Uniform Securities Agent State Law Examination
    2015-03-30
Other Names
  • Stephen A Martin
  • Andy Martin

View on SEC IAPD

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