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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2008-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Eugene | OR | 10/1999 | Present |
| Robison Financial Group | Eugene | OR | 02/2008 | Present |
| Eagle Strategies Llc | Eugene | OR | 12/2008 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 120 Oakway Ctr, Eugene, OR 97401; Start Date: 05/2004; Role/Title: Insurance Broker; Investment related] [PERSONAL DBA ROBISON FINANCIAL GROUP FOR ALL INSURANCE BUSINESS INCLUDING SECURITIES] [OPERATING UNDER THE DBA NAME OF ROBISON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE: 02/2008] [Bushnell University; non-profit university of higher eduction; 875 E. 11th ave; Eugene OR 97401; Start Date 05/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Participate as a board member to advise the university leadership. Meetings occur 2x year and as needed.] [Relief Nursery; board member; non investment related; start date 03/2015; 1720 w. 25th Ave; Eugene, OR 97405; 2 hours per month; I will be one of approx. 25 board members who attend monthly meetings and receive updates from the organizations executive director] [Porter Partner's Inc.; Porter is an ordering platform for food service that can be used for pick up counter or on-site delivery.; 800 Willamette St; Suite 800, Eugene, OR 97401; Start Date 11/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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