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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED_RES | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-06 |
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