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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-22
  • NC RA
    APPROVED
    Since 2026-07-22

Branch Locations

14819 Ballantyne Village Way 11Th Fl Suite 1100, Charlotte, NC 28277 • 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
Dantzler Properties (With Real Broker, Jpar & Allen Tate) Charlotte NC 01/2015 07/2026
Nylife Securities Llc Charlotte NC 12/2024 Present
New York Life Insurance Company Charlotte NC 08/2024 Present
Eagle Strategies Llc Charlotte NC 07/2026 Present
  • 01/2015 → 07/2026
    Dantzler Properties (With Real Broker, Jpar & Allen Tate)
    Charlotte, NC
  • 12/2024 → Present
    Nylife Securities Llc
    Charlotte, NC
  • 08/2024 → Present
    New York Life Insurance Company
    Charlotte, NC
  • 07/2026 → Present
    Charlotte, NC
Other Businesses

]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-14
S63 Uniform Securities Agent State Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2026-07-14
  • S63 Uniform Securities Agent State Law Examination
    2025-01-09

View on SEC IAPD

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