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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| OR | RA | APPROVED | 2018-12-19 |
Branch Locations
10260 Sw Greenburg Rd Suite 1150, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Salem | OR | 12/2010 | Present |
| Nylife Securities Llc | Salem | OR | 04/2011 | Present |
| Eagle Strategies Llc | Portland | OR | 12/2018 | Present |
| Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies | Portland | OR | 09/2021 | 06/2023 |
| Cornerstone Wealth Strategies, Llc | Portland | OR | 06/2024 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 10260 SW GREENBURG RD #650; START DATE 03/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] Cryptocurrency Investment; Purchasing crypto currencies for my own personal use. Buying, swapping and selling cryptocurrencies; 22801 sw stafford rd tualatin or 97062; Start Date 04/2021; Role/Title: Owner; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; passive investor] [OPERATING UNDER THE DBA NAME OF Cornerstone Wealth Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PORTLAND OR; START DATE: 06/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-11 |
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