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Joel Albert

Eagle Strategies LLC

Timonium , MD

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2015-07-17
  • MD RA
    APPROVED
    Since 2015-07-17

Branch Locations

Timonium Ii Building 1954 Greenspring Drive Suite 700, Timonium , MD 21093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Timonium MD 07/2012 Present
Nylife Securities Llc Timonium MD 07/2012 Present
Eagle Strategies Llc Timonium MD 07/2015 Present
Happy Paws Inc. Middletown MD 12/2015 10/2023
  • 07/2012 → Present
    New York Life Insurance Company
    Timonium, MD
  • 07/2012 → Present
    Nylife Securities Llc
    Timonium, MD
  • 07/2015 → Present
    Eagle Strategies Llc
    Timonium, MD
  • 12/2015 → 10/2023
    Happy Paws Inc.
    Middletown, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-07
S63 Uniform Securities Agent State Law Examination 2012-07-30
  • S66 Uniform Combined State Law Examination
    2015-07-07
  • S63 Uniform Securities Agent State Law Examination
    2012-07-30
Other Names
  • Joel Thomas Albert

View on SEC IAPD

Other Firms

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WAYPOINT WEALTH MANAGEMENT
KBSTM PARTNERS, LLC
CAPITAL PORTFOLIO MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

LYLE KRAUS BENSON
CHRISTOPHER DAVID BENSON
SUSAN MICHELE MITCHELTREE
KIMBERLY M. SILVESTRI
DAVID LEE BERMAN
PATRICK JOSEPH MONAGHAN
MELANIE DEE HAGAN
ANDREW T COOK

Other Offices

L. K. BENSON & COMPANY, P.C. · TIMONIUM, MD
BERMAN MCALEER · TIMONIUM, MD
THE L. WARNER COMPANIES, INC · TIMONIUM, MD
KAWG&F FINANCIAL PLANNING GROUP LLC · TIMONIUM, MD
WAYPOINT WEALTH MANAGEMENT · TIMONIUM, MD
KBSTM PARTNERS, LLC · TIMONIUM, MD
CAPITAL PORTFOLIO MANAGEMENT, INC. · TIMONIUM, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Timonium, MD

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