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Alice Larisa Wilms
Larissa Wilms Bailley, Alice Wilms, Larisa Wilms
CRD#: 7016789
IA
Investment Adviser
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Broker
EAGLE STRATEGIES LLCCRD#: 110826 2633 CAMINO RAMON
SUITE 525, BISHOP RANCH #3
SAN RAMON, CA 94583
NYLIFE SECURITIES LLCCRD#: 5167 BISHOP RANCH 3 2633 CAMINO RAMON
SUITE 525
SAN RAMON, CA 94583
Registration History
201920202021202220232024202520262 FIRMS2019 - 2021 (2 years)IAEAGLE STRATEGIES LLC (CRD# 110826)2025 - Present (<1 year)BNYLIFE SECURITIES LLC (CRD# 5167)2023 - Present (1 year)BTHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2021 - 2023 (1 year)IATHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2022 - 2023 (1 year)
License(s)

State Registrations

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California 8/30/2023

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Oregon 12/6/2024

IA
California 1/13/2025

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EAGLE STRATEGIES LLC (CRD#:110826)
2633 CAMINO RAMON SUITE 525, BISHOP RANCH #3, SAN RAMON, CA 94583
Registered with this firm since 1/13/2025

B
NYLIFE SECURITIES LLC (CRD#:5167)
BISHOP RANCH 3 2633 CAMINO RAMON SUITE 525, SAN RAMON, CA 94583
Registered with this firm since 8/30/2023

Previous Registration(s)
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01/25/2022 - 01/20/2023 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) PLEASANTON, CA
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12/18/2021 - 01/20/2023 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) PLEASANTON, CA
IA
05/13/2019 - 03/31/2021 MORGAN STANLEY (CRD#:149777) MENLO PARK, CA
B
03/29/2019 - 03/31/2021 MORGAN STANLEY (CRD#:149777) MENLO PARK, CA
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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.