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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-07
  • TX RA
    APPROVED
    Since 2026-04-07

Branch Locations

777 Main St Ste 3800, Fort Worth, TX 76102 • 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
Frisco Isd Frisco TX 08/2019 06/2023
Mckinney Isd Mckinney TX 08/2017 07/2019
Plano Isd Plano TX 08/2014 06/2017
Nylife Securities Llc Fort Worth TX 07/2023 Present
New York Life Insurance Company Fort Worth TX 06/2023 Present
Eagle Strategies Llc Fort Worth TX 04/2026 Present
  • 08/2019 → 06/2023
    Frisco Isd
    Frisco, TX
  • 08/2017 → 07/2019
    Mckinney Isd
    Mckinney, TX
  • 08/2014 → 06/2017
    Plano Isd
    Plano, TX
  • 07/2023 → Present
    Nylife Securities Llc
    Fort Worth, TX
  • 06/2023 → Present
    New York Life Insurance Company
    Fort Worth, TX
  • 04/2026 → Present
    Fort Worth, TX
Other Businesses

[Toast and Coast ; I am a occasional driver for a Wedding Getaway service. I do not have regular established hours or shifts. The work comes as needed by the business owner at his discretion and as my schedule allows. The business owner is the primary driver. ; 5317 Sandstone Ln, McKinney, TX, 75072; Start Date 09/2023; Role/Title: Independent Contractor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 777 Main St. #3800, Fort Worth, Texas 76102; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours][Princeton-Lowry Crossing Chamber of Commerce; To empower economic growth, foster business development, promote education, nurture entrepreneurship, and strengthen connections within our community to create a vibrant and prosperous future.; 123 W.Princeton Dr., Suite 200 Princeton, TX 75407; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Establish norms and procedures for new and current chamber events. Promoting the chamber to encourage new membership]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-11
S63 Uniform Securities Agent State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2026-02-11
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02

View on SEC IAPD

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