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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 2026-01-22
NC RA APPROVED 2025-12-08
  • TX RA
    APPROVED
    Since 2026-01-22
  • NC RA
    APPROVED
    Since 2025-12-08

Branch Locations

14819 Ballantyne Village Way 11Th Fl Suite 1100, Panorama Tower, Charlotte, NC 28277 • 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 Charlotte NC 01/2024 Present
Nrc Health Lincoln NE 01/2023 01/2024
Biolog Id Charlotte NC 12/2021 10/2022
Allscripts Healthcare Solutions Charlotte NC 06/2019 12/2021
Scottcare Cardiovascular Solutions Cleveland OH 08/2017 06/2019
Medquest Associates Altalnta GA 05/2014 08/2017
Nylife Securities Llc. Charlotte NC 04/2024 Present
Eagle Strategies Llc Charlotte NC 12/2025 Present
  • 01/2024 → Present
    New York Life
    Charlotte, NC
  • 01/2023 → 01/2024
    Nrc Health
    Lincoln, NE
  • 12/2021 → 10/2022
    Biolog Id
    Charlotte, NC
  • 06/2019 → 12/2021
    Allscripts Healthcare Solutions
    Charlotte, NC
  • 08/2017 → 06/2019
    Scottcare Cardiovascular Solutions
    Cleveland, OH
  • 05/2014 → 08/2017
    Medquest Associates
    Altalnta, GA
  • 04/2024 → Present
    Nylife Securities Llc.
    Charlotte, NC
  • 12/2025 → Present
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-05
S63 Uniform Securities Agent State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2025-12-05
  • S63 Uniform Securities Agent State Law Examination
    2024-06-14

View on SEC IAPD

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