Best Investors Account Sign in

David William Lewis

Eagle Strategies LLC

Lynden, WA

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-09-17
  • WA RA
    APPROVED
    Since 2019-09-17

Branch Locations

109 6Th Street, Lynden, WA 98264 • 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
The University Of Alabama Tuscaloosa AL 08/2014 03/2018
The University Of Alabama Tuscaloosa AL 08/2014 03/2018
New York Life Insurance Co Bellevue WA 04/2018 Present
Nylife Securities Llc Bellevue WA 05/2018 Present
Eagle Strategies Llc Lynden WA 09/2019 Present
Larsen Financial Services Lynden WA 01/2020 01/2025
University Of Alabama Tuscaloosa AL 08/2014 03/2018
  • 08/2014 → 03/2018
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2014 → 03/2018
    The University Of Alabama
    Tuscaloosa, AL
  • 04/2018 → Present
    New York Life Insurance Co
    Bellevue, WA
  • 05/2018 → Present
    Nylife Securities Llc
    Bellevue, WA
  • 09/2019 → Present
    Lynden, WA
  • 01/2020 → 01/2025
    Larsen Financial Services
    Lynden, WA
  • 08/2014 → 03/2018
    University Of Alabama
    Tuscaloosa, AL
Other Businesses

[Money Management Educators, Inc.; MME provides educational workshops for corporate employees sponsored by the employer. No financial services are provided. Function - to conduct group and individual informational sessions.; 425 Cove Tower Drive #1204, Naples, FL 34110; Start Date 06/2019; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through ASH BROKERAGE; 517 Liberty St; Lynden, WA 98264; Start Date 02/2022; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours][Forex Trading; utilize Forex/currency trading as a passive investment; 501 Judson Street Aly; Lynden, WA 98264; Start Date 03/2025; Role/Title: Investor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-22
S63 Uniform Securities Agent State Law Examination 2018-06-22
  • S66 Uniform Combined State Law Examination
    2019-08-22
  • S63 Uniform Securities Agent State Law Examination
    2018-06-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lynden, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor