Mark Gerard Heinemann

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-06

NY RA
APPROVED

Since 2021-08-06

Branch Locations

520 Broad Hollow Rd, Melville, NY 11747 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
New York Life Ins Co	Syosset	NY	12/1985	Present
Nylife Securities Inc.	Melville	NY	02/1986	Present
Pinnacle Strategies	New York	NY	03/2004	10/2018
Nylife-Eagle Strategies	Melville	NY	04/2000	Present
Wealth Conservation Group, Inc.	Melville	NY	04/2017	Present

12/1985 → Present

New York Life Ins Co

Syosset, NY
02/1986 → Present

Nylife Securities Inc.

Melville, NY
03/2004 → 10/2018

Pinnacle Strategies

New York, NY
04/2000 → Present

Nylife-Eagle Strategies

Melville, NY
04/2017 → Present

Wealth Conservation Group, Inc.

Melville, NY

Other Businesses

[OPERATING UNDER THE DBA NAME OF WEALTH CONSERVATION GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 04/2017] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 520 Broad Hollow Road, Melville, NY 11747; Start Date 04/2017; Role/Title: Partner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours; ] [HCBM Partners; PASSIVE INVESTOR; NON INVESTMENT RELATED; START DATE 09/2011; PARTNER] [Wealth Conservation, LLC; Wealth Conservation, LLC is owned 50/50 by Paul LaCava and myself and will be used to pay our common expenses (hiring staff, office supplies & equiptment, etc.) for accounting purposes. We will not be using Wealth Conservation LLC with clients.; 520 Broadhollow Road, Melville, NY 11747; Start Date 06/2021; Role/Title: Member; Investment Related; 20 hours per month; 20 hours per month during securities trading hours][Palm Haven LLC; condo rental; 7519 La Paz Blvd., Unit 201, Boca Raton, Fl 33433; Start Date 06/2026; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-03-22
S63	Uniform Securities Agent State Law Examination	1986-04-01

S65 Uniform Investment Adviser Law Examination

2000-03-22
S63 Uniform Securities Agent State Law Examination

1986-04-01