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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-08
  • NY RA
    APPROVED
    Since 2026-07-08

Branch Locations

6400 Main Street Suite 110, Williamsville, NY 14221 • 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
Geico Getzville NY 12/2006 11/2023
New York Life Williamsville NY 11/2023 Present
Nylife Securities Llc Williamsville NY 02/2024 Present
Eagle Strategies Llc Williamsville NY 07/2026 Present
  • 12/2006 → 11/2023
    Geico
    Getzville, NY
  • 11/2023 → Present
    New York Life
    Williamsville, NY
  • 02/2024 → Present
    Nylife Securities Llc
    Williamsville, NY
  • 07/2026 → Present
    Williamsville, NY
Other Businesses

[Poppi's Pierogies; make Pierogies and sell them from time to time.; 26 Bob O Link Ln. Lockport, NY 14094; start 02/2024; Owner; 2 hours per month, 0 hours during securities trading hours; non-investment related] [E-Tones Buffalo Blues Band - KJK Entertainment; play in a band and sing. band and singing; 26 Bob O Link Lane. Lockport, NY 14094; start 02/2024; owner; 6 hours per month, 0 hours during securities trading hours; per diem; non-investment related] [Rental Property; 198 Laird Ave. Buffalo, NY 14207; start 02/2024; rental income; 1 hour per month, 0 hours during securities trading hours; rental income; real estate related][Riverside Baptist Church ; Local non profit Baptist church ; 346 Ontario St. Buffalo, NY 14207; Start Date 05/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Service to the church in helping with decisions on the maintenance and upkeep of the building and other general congregational duties]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2024-05-10

View on SEC IAPD

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