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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-03
  • CA RA
    APPROVED
    Since 2026-02-03

Branch Locations

425 Market Street Suite 1600, San Francisco, CA 94105 • 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 San Francisco CA 07/2023 Present
Alameda County Probation Department Oakland CA 05/2021 02/2023
Unemployed Walnut Creek CA 03/2023 06/2023
San Francisco Aids Foundation San Francisco CA 03/2018 04/2021
Catholic Charities Neighborhood Services Inc. Brooklyn NY 01/2006 03/2018
Nylife Securities Llc San Francisco CA 12/2024 Present
Eagle Strategies Llc San Francisco CA 02/2026 Present
  • 07/2023 → Present
    New York Life Insurance Company
    San Francisco, CA
  • 05/2021 → 02/2023
    Alameda County Probation Department
    Oakland, CA
  • 03/2023 → 06/2023
    Unemployed
    Walnut Creek, CA
  • 03/2018 → 04/2021
    San Francisco Aids Foundation
    San Francisco, CA
  • 01/2006 → 03/2018
    Catholic Charities Neighborhood Services Inc.
    Brooklyn, NY
  • 12/2024 → Present
    Nylife Securities Llc
    San Francisco, CA
  • 02/2026 → Present
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2025-02-24
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2025-02-24

View on SEC IAPD

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