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DAVID JON WILSON
DAVID J WILSON
CRD#: 6226245
IA
Investment Adviser
B
Broker
EAGLE STRATEGIES LLCCRD#: 110826 201 JONES ROAD
WALTHAM, MA 02451
NYLIFE SECURITIES LLCCRD#: 5167 201 JONES ROAD
5TH FLOOR
WALTHAM, MA 02451
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2013 - 2014 (<1 year)IAEAGLE STRATEGIES LLC (CRD# 110826)2015 - Present (9 years)BNYLIFE SECURITIES LLC (CRD# 5167)2014 - Present (10 years)
License(s)

State Registrations

B
California 1/4/2023

IA
Massachusetts 3/9/2015

B
Colorado 7/22/2022

B
New Hampshire 11/6/2015

B
Connecticut 3/31/2016

B
New Jersey 1/30/2020

B
District of Columbia 5/13/2024

B
New York 1/30/2020

B
Georgia 1/30/2020

B
Rhode Island 1/11/2018

B
Kansas 8/19/2022

B
Texas 2/19/2020

B
Maine 1/30/2020

B
Virginia 5/4/2021

B
Massachusetts 5/21/2014

B
Washington 1/4/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EAGLE STRATEGIES LLC (CRD#:110826)
201 JONES ROAD, WALTHAM, MA 02451
Registered with this firm since 3/9/2015

B
NYLIFE SECURITIES LLC (CRD#:5167)
201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451
Registered with this firm since 5/21/2014

Previous Registration(s)
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IA
09/26/2013 - 04/09/2014 MORGAN STANLEY (CRD#:149777) WALTHAM, MA
B
08/27/2013 - 04/09/2014 MORGAN STANLEY (CRD#:149777) WALTHAM, MA
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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.