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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 2024-08-14
CA RA APPROVED 2023-04-12
  • TX RA
    APPROVED
    Since 2024-08-14
  • CA RA
    APPROVED
    Since 2023-04-12

Branch Locations

Placentia, CA • United States

2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • 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 Insurance Co Brea CA 07/2004 Present
Nylife Securities Inc Brea CA 07/2004 Present
Eagle Strategies Llc Placentia CA 04/2023 Present
  • 07/2004 → Present
    New York Life Insurance Co
    Brea, CA
  • 07/2004 → Present
    Nylife Securities Inc
    Brea, CA
  • 04/2023 → Present
    Placentia, CA
Other Businesses

[MARY KAY PRODUCTS; CONSULTANT; NON INVESTMENT RELATED; RECEIVE THE DISCOUNT ON THE PRODUCTS-I DO NOT SOLICIT BUSINESS; START DATE 08/2004] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 08/2004] [Motivational Speaking; SPEAKER; NON INVESTMENT RELATED; START DATE 08/2004; Non isurance and financial related topics-positive attitude and team building] [DLA Investment Properties LLC ; Rental Property. We purchased a tri-plex as rental property; 11734 175th St, Artesia, Ca 90701; Start Date 07/2019; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-11
  • S63 Uniform Securities Agent State Law Examination
    1999-06-11
Designations
Other Names
  • Lori Lynn Brink
  • Lori Lynn Brink

View on SEC IAPD

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