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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 2025-12-11
MI RA APPROVED 2025-06-18
  • TX RA
    APPROVED
    Since 2025-12-11
  • MI RA
    APPROVED
    Since 2025-06-18

Branch Locations

2555 84Th Street Sw, Byron Center, MI 49315 • 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
Nylife Securities Llc Grand Rapids MI 12/2024 Present
New York Life Insurance Company Grand Rapids MI 10/2024 Present
Intuit, Inc. Mountain View CA 03/2015 09/2024
Eagle Strategies Llc Byron Center MI 06/2025 Present
Potjer Financial Resources Byron Center MI 09/2025 Present
  • 12/2024 → Present
    Nylife Securities Llc
    Grand Rapids, MI
  • 10/2024 → Present
    New York Life Insurance Company
    Grand Rapids, MI
  • 03/2015 → 09/2024
    Intuit, Inc.
    Mountain View, CA
  • 06/2025 → Present
    Byron Center, MI
  • 09/2025 → Present
    Potjer Financial Resources
    Byron Center, MI
Other Businesses

[Doulos Discovery Ministries; a US 501(c)3 which supports the efforts of Doulos Discovery School, a nonprofit Pre-K - 12 Christian School in the Dominican Republic; PO Box 3080 Burnsville, MN 55337; Board Member; 8 hours per month, 0 hours during securities trading hours; Board Treasurer and assist the staff with Financial questions as well as make decisions; non-investment related] [Byron Center Christian School; a Pre-K - 8th Grade School in Byron Center, MI which exists to provide for the children of the Christian community an excellent education, rooted in God's Word, that prepares them for lifelong service in God's Kingdom; 8840 Byron Center Ave. Byron Center, MI 49315; start 07/2024; 4 hours per month, 0 hours during securities trading hours; Treasurer - Finance Committee, Executive Committee member, and Philanthropy Committee member. Make strategic decisions and vote on matters impacting the school; non-investment related][J&B Group; Partner in a rental home that has been used as a Short Term Rental in the past (no longer actively advertised); 465 Lone Eagle Dr. Granby CO 80446; Start Date 06/2018; Role/Title: Partner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; email guests, manage cleaning crew and other maintenance as necessary][Hope Floats Group; This is our family cottage on Stony Lake near New Era, Michigan. My business partner and I rent this our for a few weeks each summer on VRBO / AirBnB; 7804 W James Dr. New Era MI 49446; Start Date 01/2023; Role/Title: Partner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF POTJER FINANCIAL RESOURCES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (BYRON CENTER, MI); START DATE: 09/2025]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2025-04-23

View on SEC IAPD

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