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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 2025-10-29
CA RA APPROVED 2025-07-09
  • TX RA
    APPROVED
    Since 2025-10-29
  • CA RA
    APPROVED
    Since 2025-07-09

Branch Locations

20480 Pacifica Dr #G, Cupertino, CA 95014 • 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
Julia Hsiao Insurance & Financial Services Cupertino CA 06/2023 Present
New Concept Academy Cupertino CA 01/2023 06/2023
Unemployed Bedminster NJ 11/2018 01/2023
University Of New Hampshire Durham NH 02/2018 11/2018
Unemployed Bedminster CA 12/2017 02/2018
University Of New Hampshire Durham NH 08/2015 12/2017
Nylife Securities Llc Cupertino CA 12/2021 Present
Eagle Strategies Llc Cupertino CA 07/2025 Present
  • 06/2023 → Present
    Julia Hsiao Insurance & Financial Services
    Cupertino, CA
  • 01/2023 → 06/2023
    New Concept Academy
    Cupertino, CA
  • 11/2018 → 01/2023
    Unemployed
    Bedminster, NJ
  • 02/2018 → 11/2018
    University Of New Hampshire
    Durham, NH
  • 12/2017 → 02/2018
    Unemployed
    Bedminster, CA
  • 08/2015 → 12/2017
    University Of New Hampshire
    Durham, NH
  • 12/2021 → Present
    Nylife Securities Llc
    Cupertino, CA
  • 07/2025 → Present
    Cupertino, CA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 20480 Pacifica Dr. # G Cupertino, CA 95014; Commissions; 10 hours per month, 0 hours during securities trading hours; insurance related] [OPERATING UNDER THE DBA NAME OF JULIA HSIAO INSURANCE & FINANCIAL SERVICES FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (CUPERTINO, CA); START DATE: 09/2025]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-13
  • S66 Uniform Combined State Law Examination
    2025-06-13
Other Names
  • Cindy Zhang

View on SEC IAPD

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