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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_RES 2022-07-07
NY RA APPROVED 2021-08-07
  • TX RA
    APPROVED_RES
    Since 2022-07-07
  • NY RA
    APPROVED
    Since 2021-08-07

Branch Locations

Painted Post, NY • United States

1 Old Main St, Trumansburg, NY 14886 • 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
OrganizationCityStateFromTo
Ny Life Ins Co. Syracuse NY 10/1986 Present
Nylife Securities Inc. Fairport NY 10/1987 Present
Eagle Strategies Corp. Fairport NY 07/1999 Present
H&H Financial Group Trumansburg NY 10/2012 Present
  • 10/1986 → Present
    Ny Life Ins Co.
    Syracuse, NY
  • 10/1987 → Present
    Nylife Securities Inc.
    Fairport, NY
  • 07/1999 → Present
    Eagle Strategies Corp.
    Fairport, NY
  • 10/2012 → Present
    H&H Financial Group
    Trumansburg, NY
Other Businesses

[I BROKER HEALTH INSURANCE AND SOME LIFE INSURANCE WITH SSA AND BISYS. I SPEND ABOUT 2-3 HOURS A WEEK ON THIS, I RECEIVE ABOUT $3,000 - $4,000 IN COMMISSIONS]; [H&H FINANCIAL GROUP DBA USED FOR SALES OF PRODUCTS NOT OFFERED BY NEW YORK LIFE; 2 HOURS PER WEEK, $12000 PER YEAR; 1 OLD MAIN STREET, TRUMANSBURG, NY 14886] [H SQUARED PARTNERS, LLC; COMMERCIAL RENTAL PROPERTY; 1 WEST OLD MAIM ST., TRUMANSBURG, NY 14886; Start Date 01/2024; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-10
S63 Uniform Securities Agent State Law Examination 1987-05-08
  • S65 Uniform Investment Adviser Law Examination
    1999-08-10
  • S63 Uniform Securities Agent State Law Examination
    1987-05-08

View on SEC IAPD

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