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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 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-20

Branch Locations

5005 Lyndon B Johnson Freeway Suite 1600, 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
Nylife Securities Llc Dallas TX 06/2025 Present
New York Life Insurance Dallas TX 04/2025 Present
Plano Isd Plano TX 08/2022 06/2025
Community Isd Nevada TX 08/2021 08/2022
Frisco Isd Frisco TX 08/2013 08/2021
Pax Pest Control Mckinney TX 12/2024 Present
Eagle Strategies Llc Dallas TX 08/2026 Present
  • 06/2025 → Present
    Nylife Securities Llc
    Dallas, TX
  • 04/2025 → Present
    New York Life Insurance
    Dallas, TX
  • 08/2022 → 06/2025
    Plano Isd
    Plano, TX
  • 08/2021 → 08/2022
    Community Isd
    Nevada, TX
  • 08/2013 → 08/2021
    Frisco Isd
    Frisco, TX
  • 12/2024 → Present
    Pax Pest Control
    Mckinney, TX
  • 08/2026 → Present
    Dallas, TX
Other Businesses

[Pax Pest Control; Not investment related; 2514 Highgate Drive McKinney, TX 75070; Pest Control; Sales; Employee; start 12/2024; 4 hours per month, 0 hours during securities trading hours] [Amway; Network Marketing Company; 7575 Fulton St E, Ada, MI 49355, USA; Start Date 02/2025; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-18
S63 Uniform Securities Agent State Law Examination 2025-08-05
  • S65 Uniform Investment Adviser Law Examination
    2026-08-18
  • S63 Uniform Securities Agent State Law Examination
    2025-08-05

View on SEC IAPD

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