Perry David Thompson

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Nylife Securities Llc
  Dallas, TX
• 03/2017 → Present
  New York Life Insurance Co
  Dallas, TX
• 02/2016 → 05/2017
  Dsouza Insurance Svrs, Pllc
  Garland, TX
• 08/2015 → 05/2017
  Dsouza Insurance Srvc, Pllc
  Sachse, TX
• 01/2020 → Present
  Eagle Strategies Llc
  Dallas, TX
• 08/2024 → Present
  Graystone Wealth Solutions, Llc
  Dallas, TX

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS THROUGH GA CAVALIER ASSOCIATES and AV Towers Insurances and North American; 445 State Street, Fremont, Michigan 49412; Start Date 07/2020; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Airbnb - Rental Property; Costa Rica Vacation Home. My wife and I jointly own a vacation home in Cahuita, Costa Rica that is occasionally listed on Airbnb for rent.; Cahuita, Costa Rica 2nd home on the left after the Hotel Caribbean Coconuts (there are no formal addresses in Costa Rica); Start Date 02/2023; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GRAYSTONE WEALTH SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (DALLAS, TX); START DATE: 08/2024]

Exams

• S66 Uniform Combined State Law Examination
  2020-01-27
• S63 Uniform Securities Agent State Law Examination
  2017-08-29