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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_RES 2025-09-26
OH RA APPROVED 2025-09-11
  • TX RA
    APPROVED_RES
    Since 2025-09-26
  • OH RA
    APPROVED
    Since 2025-09-11

Branch Locations

6100 Oak Tree Blvd. Suite 300, Independence, OH 44131 • United States

261 Crocker Park Blvd, Apt 306, Westlake, OH 44145 • 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 Co. Seven Hills OH 05/2017 11/2021
Nylife Securities Llc Seven Hills OH 09/2017 11/2021
Cavaliers Holding Llc Cleveland OH 02/2017 01/2019
Eastern Ohio Basketball Assoc. Columbus OH 11/2013 12/2019
Webster University Geneva 08/2016 12/2016
Kent State University Kent OH 08/2013 12/2016
Halpern & Associates Independence OH 10/2019 11/2021
Yes Wealth Partners Llc Independence OH 09/2020 11/2021
Eagle Strategies Llc Independence OH 03/2021 11/2021
Intrepid Wealth Partners, Llc Independence OH 06/2021 10/2021
Dynamic Wealth Advisors Dba Swiss American Wealth Advisors Westlake OH 01/2022 Present
Nylife Securities Llc Westlake OH 11/2023 Present
Eagle Strategies Llc Independence OH 09/2025 Present
  • 05/2017 → 11/2021
    New York Life Insurance Co.
    Seven Hills, OH
  • 09/2017 → 11/2021
    Nylife Securities Llc
    Seven Hills, OH
  • 02/2017 → 01/2019
    Cavaliers Holding Llc
    Cleveland, OH
  • 11/2013 → 12/2019
    Eastern Ohio Basketball Assoc.
    Columbus, OH
  • 08/2016 → 12/2016
    Webster University
    Geneva
  • 08/2013 → 12/2016
    Kent State University
    Kent, OH
  • 10/2019 → 11/2021
    Halpern & Associates
    Independence, OH
  • 09/2020 → 11/2021
    Yes Wealth Partners Llc
    Independence, OH
  • 03/2021 → 11/2021
    Independence, OH
  • 06/2021 → 10/2021
    Intrepid Wealth Partners, Llc
    Independence, OH
  • 01/2022 → Present
    Dynamic Wealth Advisors Dba Swiss American Wealth Advisors
    Westlake, OH
  • 11/2023 → Present
    Nylife Securities Llc
    Westlake, OH
  • 09/2025 → Present
    Independence, OH
Previous Registrations
Other Businesses

[Miller Muscle, LLC; Online strength and nutrition coach; 261 Crocker Park BLVD., APT 306, Westlake, OH 44145; Start Date: 09/2022; Role/Title: Owner; Not investment related; 40 hours per month; 10 hours per month during securities trading hours; owner and head coach responsible for all aspects of the business; management, client servicing, etc.] [Basketball Official; Officiate basketball games; 261 Crocker Park BLVD., APT 306, Westlake, OH 44145; Start Date: 09/2013; Role/Title: Independent Contractor; Not investment related; 10 hours per month; 0 hours per month during securities trading hours; Officiate basketball games] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 261 Crocker Park BLVD., APT 306, Westlake, OH 44145; Start Date: 11/2021; Role/Title: Insurance Broker; Investment related; 10 hours per month; 10 hours per month during securities trading hours; Solicitation and sale of insurance and financial products] [A M LEEMAN REAL ESTATE LLC; buy and sell real estate; 261 Crocker Park BLVD., APT 306 Westlake, OH 44145; Start Date 07/2024; Role/Title: Owner; Investment Related; 20 hours per month; 10 hours per month during securities trading hours; owner/operator]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-27
S63 Uniform Securities Agent State Law Examination 2020-09-30
  • S66 Uniform Combined State Law Examination
    2021-02-27
  • S63 Uniform Securities Agent State Law Examination
    2020-09-30
Other Names
  • Drew Michael Leeman

View on SEC IAPD

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