Best Investors Account Sign in
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-12-08
TX RA APPROVED_RES 2021-04-05
  • MD RA
    APPROVED
    Since 2025-12-08
  • TX RA
    APPROVED_RES
    Since 2021-04-05

Branch Locations

104 Battle Creek Way,, Laurel, MD 20708 • United States

6905 Rockledge Dr Suite 900, Bethesda, MD 20817-1871 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Bethesda MD 03/2009 Present
New York Life Insurance Company Bethesda MD 12/2008 Present
Aligned Financial Solutions, Llc Columbia MD 09/2013 02/2020
Eagle Strategies Llc Bethesda MD 09/2014 Present
Strategic Financial Associates, Llc Bethesda MD 06/2015 02/2020
Reveal Wealth Columbia MD 02/2020 Present
Crystal Clear Financial Group, Llc Columbia MD 05/2023 Present
  • 03/2009 → Present
    Nylife Securities Llc
    Bethesda, MD
  • 12/2008 → Present
    New York Life Insurance Company
    Bethesda, MD
  • 09/2013 → 02/2020
    Aligned Financial Solutions, Llc
    Columbia, MD
  • 09/2014 → Present
    Bethesda, MD
  • 06/2015 → 02/2020
    Strategic Financial Associates, Llc
    Bethesda, MD
  • 02/2020 → Present
    Reveal Wealth
    Columbia, MD
  • 05/2023 → Present
    Crystal Clear Financial Group, Llc
    Columbia, MD
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 9861 BROKEN LAND PARKWAY, SUITE 150 COLUMBIA, MD 21046; START DATE 01/2015; ROLE/TITLE: INDEPENDENT CONTRACTOR; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF REVEAL WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; ADDRESS: COLUMBIA, MD; START DATE: 02/2020] [Holy Trinity Board of Trustees; The Board of Trustees provides governance for the school. The Board bears the overall responsibility of the school's management, policies, and planning; 11902 Daisy Ln, Glenn Dale, MD 20769; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; board of trustees. The Board of Trustees- provides governance for the school] [OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; COLUMBIA MD; START DATE: 05/2023] [Rental Property; Residential Rental Property; 3511 Carriage Walk Lane. Laurel Md 20724; Start Date 07/2024; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours][The Ebony Exchange, LLC; E commerce business that focuses on selling on niche items-Skincare, candles, books; 104 Battle Creek Way, Laurel MD 20724; Start Date 02/2025; Role/Title: Owner; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours; Manage and facilitate the site]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-12
S63 Uniform Securities Agent State Law Examination 2009-11-06
  • S66 Uniform Combined State Law Examination
    2014-09-12
  • S63 Uniform Securities Agent State Law Examination
    2009-11-06
Other Names
  • Aldric Johnson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Laurel, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor