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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2017-07-20
SD RA APPROVED 2008-08-22
  • WY RA
    APPROVED
    Since 2017-07-20
  • SD RA
    APPROVED
    Since 2008-08-22

Branch Locations

330 W Illinois Po Box 157, Spearfish, SD 57783 • 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 Company Casper WY 04/2003 Present
Financial Benefits Inc Sperfish SD 01/2007 Present
Eagle Strategies Llc Spearfish SD 08/2008 Present
Nylife Securities Llc Casper WY 04/2003 Present
  • 04/2003 → Present
    New York Life Insurance Company
    Casper, WY
  • 01/2007 → Present
    Financial Benefits Inc
    Sperfish, SD
  • 08/2008 → Present
    Spearfish, SD
  • 04/2003 → Present
    Nylife Securities Llc
    Casper, WY
Other Businesses

[Notary Public ; Notary - certifying signatures on documents; 330 W. Illinois Spearfish, SD 57783; Start Date 09/2023; Role/Title: Notary Public; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [TUG LLC; LLC OWNS THE BUILDING AND EQUIPMENT RELATED TO OUR INSURANCE BUSINESS; 330 W. ILLINOIS, SPEARFISH, SD 57783; START DATE: 09/2005; ROLE/TITLE: MEMBER; INVESTMENT RELATED] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSRUANCE PRODUCTS; DOING BUSINESS AS FINANCIAL BENEFITS INC. ; 330 W. ILLINOIS; START DATE 11/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [BLACK HILLS STATE UNIVERSITY FOUNDATION; BOARD MEMBER - FUNDRAISING FOUNDATION; 1200 UNIVERSITY STREET, SPEARFISH, SD 57799-9506; START DATE 05/2015; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Black Hills State University Foundation - Investment Committee; Alumni/Foundation Welcome Center, 1531 St. Joseph St., Spearfish, SD 57799-; Start Date 05/2016; Role/Title: Volunteer; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Deadwood History Inc.; To inspire the global community by preserving and celebrating the cultural heritage of Deadwood and the Black Hills.; 150 Sherman St., Deadwood, SD 57732; Start Date 08/2020; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; preserve history and maintaining 4 different historical non-profit museums in Deadwood] [Old Town LLC; buying the rental property next to the office from my partner (Harvey C. Krautschun); 320 W. Illinois Street, Spearfish, SD 57783; Start Date 01/2022; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; managing rental property] [Mill Street Properties LLC; I have been asked to serve as a Registered Agent for the above listed LLC. The owner lives in MN and the LLC is for SD rental properties. He just needs a SD address for his LLC; 330 W. Illinois Spearfish, SD 57783; Start Date 05/2023; Role/Title: Registered Agent; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][JTWROS Beef cows; Raise 5 head calves each year on our property -ao that we can receive a Ag level taxes on our property; 19625 Lookout Mtn Rd., St. Onge, SD 57779; Start Date 08/2024; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-18
S63 Uniform Securities Agent State Law Examination 2003-08-30
  • S65 Uniform Investment Adviser Law Examination
    2008-07-18
  • S63 Uniform Securities Agent State Law Examination
    2003-08-30
Other Names
  • Tamara Jean Wagaman

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