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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-04 |
Branch Locations
3000 Bayport Drive Suite 1100, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Tampa | FL | 10/1999 | Present |
| Eagle Strategies Llc | Glen Allen | VA | 03/2011 | Present |
[Freckles Holly FAM TR; Self-Directed IRA (SDIRA); 7425 Normandy Ct Seminole FL 33772; Start Date 04/2026; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; manage property] [Rental Property; Rental income received from rental properties. ; 253 Hayden Rd. Unit 337 Tallahassee, FL 32304 and 4405 W. Fair Oaks Ave, Unit 10 Tampa. FL 33611; Start Date 05/2026; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
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