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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2024-03-08
  • AK RA
    APPROVED
    Since 2024-03-08

Branch Locations

188 W. Northern Lights Blvd. Suite 1300, Anchorage, AK 99503 • 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
Unemployed Alpharetta GA 05/2016 04/2017
New York Life Insurance Company Atlanta GA 03/2017 Present
Nylife Securities Llc Atlanta GA 05/2017 Present
Homemaker Alpharetta GA 05/2016 02/2017
Eagle Strategies Llc Anchorage AK 03/2024 Present
  • 05/2016 → 04/2017
    Unemployed
    Alpharetta, GA
  • 03/2017 → Present
    New York Life Insurance Company
    Atlanta, GA
  • 05/2017 → Present
    Nylife Securities Llc
    Atlanta, GA
  • 05/2016 → 02/2017
    Homemaker
    Alpharetta, GA
  • 03/2024 → Present
    Anchorage, AK
Other Businesses

[NAIFA; Board Member- NAIFA offers individual and group memberships to financial service professionals; 600 State St, Suite A, Cedar Fall, IA 50613; Start Date 01/2025; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Board Member helping to onboard new NAIFA members to the Alaska Chapter][KMB, Inc; residential construction; 13299 Rosser Drive, Eagle River AK 99577; Start Date 05/2026; Role/Title: Passive Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-21
S63 Uniform Securities Agent State Law Examination 2017-08-17
  • S66 Uniform Combined State Law Examination
    2024-02-21
  • S63 Uniform Securities Agent State Law Examination
    2017-08-17

View on SEC IAPD

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