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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-12
  • MA RA
    APPROVED
    Since 2024-11-12

Branch Locations

1700 West Park Drive Suite 250, Westborough, MA 01581 • 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
Nashoba Regional High School Bolton MA 09/2015 09/2019
Clinton Savings Bank Bolton MA 09/2017 01/2018
University Of Massachusetts Amherst Amherst MA 09/2019 02/2024
American Eagle Marlborough MA 07/2018 03/2019
Liquors 44 Hadley Hadley MA 05/2022 09/2022
Chocksett Inn And Restaurant Sterling MA 05/2023 09/2023
New York Life Insurance Company Westborough MA 02/2024 Present
Nylife Securities Llc Westbrough MA 05/2024 Present
Data Trust Washington D.C. DC 06/2021 08/2021
Eagle Strategies Llc Westborough MA 10/2024 Present
  • 09/2015 → 09/2019
    Nashoba Regional High School
    Bolton, MA
  • 09/2017 → 01/2018
    Clinton Savings Bank
    Bolton, MA
  • 09/2019 → 02/2024
    University Of Massachusetts Amherst
    Amherst, MA
  • 07/2018 → 03/2019
    American Eagle
    Marlborough, MA
  • 05/2022 → 09/2022
    Liquors 44 Hadley
    Hadley, MA
  • 05/2023 → 09/2023
    Chocksett Inn And Restaurant
    Sterling, MA
  • 02/2024 → Present
    New York Life Insurance Company
    Westborough, MA
  • 05/2024 → Present
    Nylife Securities Llc
    Westbrough, MA
  • 06/2021 → 08/2021
    Data Trust
    Washington D.C., DC
  • 10/2024 → Present
    Westborough, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-23
S63 Uniform Securities Agent State Law Examination 2024-06-12
  • S65 Uniform Investment Adviser Law Examination
    2024-10-23
  • S63 Uniform Securities Agent State Law Examination
    2024-06-12

View on SEC IAPD

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