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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-23
  • MA RA
    APPROVED
    Since 2026-01-23

Branch Locations

1700 West Park Drive Suite 250, Westborough, MA 01581 • 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 Waltham MA 07/2023 Present
New York Life Insurance Company Waltham MA 03/2023 Present
Aldi Keene NH 08/2014 03/2023
Eagle Strategies Llc Westborough MA 01/2026 Present
  • 07/2023 → Present
    Nylife Securities Llc
    Waltham, MA
  • 03/2023 → Present
    New York Life Insurance Company
    Waltham, MA
  • 08/2014 → 03/2023
    Aldi
    Keene, NH
  • 01/2026 → Present
    Westborough, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-05
S63 Uniform Securities Agent State Law Examination 2023-08-28
  • S65 Uniform Investment Adviser Law Examination
    2026-01-05
  • S63 Uniform Securities Agent State Law Examination
    2023-08-28

View on SEC IAPD

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