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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-10-14 |
| OR | RA | APPROVED | 2017-04-26 |
Branch Locations
10260 Sw Greenburg Rd Suite 1150, Portland, OR 97223 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Portland | OR | 03/2012 | Present |
| Nylife Securities Llc | Portland | OR | 09/2012 | Present |
| Eagle Strategies Llc | Portland | OR | 03/2017 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; 10260 SW GREENBURG RD, STE 650 PORTLAND, OR 97223; START DATE 07/2015; ROLE/TITLE: INDEPENDENT CONTRACTOR; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: COMMISSIONS]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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