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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 2026-02-20
TX RA APPROVED 2026-02-20
VA RA APPROVED 2026-02-20
  • MD RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2026-02-20
  • VA RA
    APPROVED
    Since 2026-02-20

Branch Locations

6901 Rockledge Drive Suite 700, Bethesda, MD 20817 • 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
Sfa Bethesda MD 01/2012 05/2024
Nylife Securities Llc Bethesda MD 03/2012 05/2024
Eagle Strategies Llc Bethesda MD 06/2014 05/2024
Delta Financial Advisors, Inc Kensington MD 05/2024 05/2025
Regulus Financial Group, Llc Kentwood MI 06/2024 05/2025
Nylife Securities Llc Bethesda MD 07/2025 Present
Strategic Financial Associates, Llc. Bethesda MD 05/2025 Present
Eagle Strategies Llc Bethesda MD 02/2026 Present
  • 01/2012 → 05/2024
    Sfa
    Bethesda, MD
  • 03/2012 → 05/2024
    Nylife Securities Llc
    Bethesda, MD
  • 06/2014 → 05/2024
    Bethesda, MD
  • 05/2024 → 05/2025
    Kensington, MD
  • 06/2024 → 05/2025
    Regulus Financial Group, Llc
    Kentwood, MI
  • 07/2025 → Present
    Nylife Securities Llc
    Bethesda, MD
  • 05/2025 → Present
    Strategic Financial Associates, Llc.
    Bethesda, MD
  • 02/2026 → Present
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-05-09
  • S63 Uniform Securities Agent State Law Examination
    2006-05-09
Designations

View on SEC IAPD

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