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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-09
  • NY RA
    APPROVED
    Since 2024-04-09

Branch Locations

5788 Widewaters Parkway, Dewitt, NY 13214 • 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 Dewitt NY 01/2018 Present
New York Life Insurance Co. Dewitt NY 11/2017 Present
Unemployed Fulton NY 07/2017 11/2017
Easy Rest Adjustable Beds Bensalem PA 02/2017 06/2017
Unemployed Fulton NY 12/2016 02/2017
Nyh Construction Syracuse NY 01/2015 12/2016
Eagle Strategies Llc Dewitt NY 04/2024 Present
  • 01/2018 → Present
    Nylife Securities, Llc
    Dewitt, NY
  • 11/2017 → Present
    New York Life Insurance Co.
    Dewitt, NY
  • 07/2017 → 11/2017
    Unemployed
    Fulton, NY
  • 02/2017 → 06/2017
    Easy Rest Adjustable Beds
    Bensalem, PA
  • 12/2016 → 02/2017
    Unemployed
    Fulton, NY
  • 01/2015 → 12/2016
    Nyh Construction
    Syracuse, NY
  • 04/2024 → Present
    Dewitt, NY
Other Businesses

[Gideons;1546 co. route 45 Fulton, NY;08/2019;Officer;2 hours per month, 0 hours during trading hours; schedule and attend distributions; international organization of christian businessmen and professionals that provide and distribute Bibles to Hotels, colleges, schools and hospitals and prisons free of charge] [Property and Casualty Sales; appointed with outside carriers for the purpose of brokering non-registered products; 1546 county route 45 Fulton, NY 13069; Start Date 04/2023; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-29
S63 Uniform Securities Agent State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2024-03-29
  • S63 Uniform Securities Agent State Law Examination
    2018-03-05
Other Names
  • Lee Rodger Loomis

View on SEC IAPD

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