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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 2024-08-29
  • MD RA
    APPROVED
    Since 2024-08-29

Branch Locations

6905 Rockledge Drive Suite 900, 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
Miami Health Services Inc. Hollywood FL 04/2014 06/2017
For Care Inc. Ellicott City MD 07/2017 03/2023
New York Life Insurance Company Bethesda MD 05/2023 Present
Nylife Securities Llc Bethesda MD 12/2023 Present
Eagle Strategies Llc Bethesda MD 08/2024 Present
  • 04/2014 → 06/2017
    Miami Health Services Inc.
    Hollywood, FL
  • 07/2017 → 03/2023
    For Care Inc.
    Ellicott City, MD
  • 05/2023 → Present
    New York Life Insurance Company
    Bethesda, MD
  • 12/2023 → Present
    Nylife Securities Llc
    Bethesda, MD
  • 08/2024 → Present
    Bethesda, MD
Other Businesses

[Cherry Blossom LLC; Educational and Marketing Consulting; 2943 Poland Springs Drive Ellicott City MD 21042; Start Date: 02/2022; Role/Title: Partner; Not investment related; 1 hour per month; 0 hours per month during securities trading hours; Consult on general marketing strategy - Consult on building personal brand in FB social media] [For C.A.R.E. Inc; Providing educational events for sunburns prevention among kids; 2943 Poland Springs Drive Ellicott City MD 21042; Start Date: 02/2017; Role/Title: Director; Not investment related; 5 hours per month; 0 hours per month during securities trading hours; Organizing the events with soccer schools and camps] [Rental Property; Townhouse in Columbia. Residential rental property; 9243 Pirates Cove, Columbia, MD, 21046 ; Start Date 07/2024; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6905 Rockledge Drive STE 910, Bethesda, MD, 20878; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Rental Property - 3816 Sugarloaf Pkwy; Residential Rental Property; 3816 Sugarloaf Pkwy, Urbana, MD, 21704; Start Date 07/2026; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-21
S63 Uniform Securities Agent State Law Examination 2024-05-11
  • S65 Uniform Investment Adviser Law Examination
    2024-08-21
  • S63 Uniform Securities Agent State Law Examination
    2024-05-11

View on SEC IAPD

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