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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-13
  • OH RA
    APPROVED
    Since 2026-01-13

Branch Locations

3659 South Green Rd Suite 317, Beachwood, OH 44122 • 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
Axelrod Buick Gmc Parma OH 09/2014 08/2023
Spitzer Buick Gmc Parma Parma OH 09/2023 01/2024
New York Life Insurance Company Independence OH 04/2024 Present
Nylife Securities Llc Independence OH 11/2024 Present
Eisner Gohn Group Llc Beachwood OH 03/2025 Present
Eagle Strategies Llc Beachwood OH 01/2026 Present
  • 09/2014 → 08/2023
    Axelrod Buick Gmc
    Parma, OH
  • 09/2023 → 01/2024
    Spitzer Buick Gmc Parma
    Parma, OH
  • 04/2024 → Present
    New York Life Insurance Company
    Independence, OH
  • 11/2024 → Present
    Nylife Securities Llc
    Independence, OH
  • 03/2025 → Present
    Eisner Gohn Group Llc
    Beachwood, OH
  • 01/2026 → Present
    Beachwood, OH
Other Businesses

[OPERATING UNDER THE DBA NAME OF EISNER GOHN GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (BEACHWOOD, OH); START DATE: 03/2025]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-02
S63 Uniform Securities Agent State Law Examination 2025-07-08
  • S65 Uniform Investment Adviser Law Examination
    2026-01-02
  • S63 Uniform Securities Agent State Law Examination
    2025-07-08

View on SEC IAPD

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