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Jeffrey Patrick Wolfe
CRD#: 5335704
IA
Investment Adviser
B
Broker
EAGLE STRATEGIES LLCCRD#: 110826 801 N. BRAND BLVD
14TH FLOOR
GLENDALE, CA 91203
NYLIFE SECURITIES LLCCRD#: 5167 HERMOSA BEACH, CA
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2009 (1 year)2 FIRMS2009 - 2014 (5 years)2 FIRMS2014 - 2020 (5 years)2 FIRMS2020 - Present (4 years)
License(s)

State Registrations

B
California 3/3/2020

B
North Carolina 3/25/2020

IA
California 3/19/2020

B
Pennsylvania 4/1/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EAGLE STRATEGIES LLC (CRD#:110826)
801 N. BRAND BLVD 14TH FLOOR, GLENDALE, CA 91203
HERMOSA BEACH, CA
Registered with this firm since 3/19/2020

B
NYLIFE SECURITIES LLC (CRD#:5167)
HERMOSA BEACH, CA
Registered with this firm since 3/3/2020

Previous Registration(s)
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IA
08/26/2014 - 02/04/2020 WESTERN INTERNATIONAL SECURITIES (CRD#:39262) Hermosa Beach, CA
B
08/26/2014 - 02/04/2020 WESTERN INTERNATIONAL SECURITIES, INC. (CRD#:39262) MANHATTAN BEACH, CA
IA
07/06/2009 - 09/03/2014 MORGAN STANLEY (CRD#:149777) EL SEGUNDO, CA
B
07/06/2009 - 09/03/2014 MORGAN STANLEY (CRD#:149777) EL SEGUNDO, CA
IA
08/20/2007 - 05/13/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) MITCHEL FIELD, NY
B
07/16/2007 - 05/13/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) MITCHEL FIELD, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.