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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 | 2026-04-15 |
| TN | RA | APPROVED | 2025-07-03 |
| OR | RA | APPROVED | 2025-01-01 |
Branch Locations
265 Brookview Centre Way, Suite 102, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Salem | OR | 10/2012 | Present |
| Nylife Securities Llc | Salem | OR | 09/2013 | Present |
| Eagle Strategies Llc | Portland | OR | 06/2018 | Present |
[Rental Property; Prior residential property now being offered for rent through a property management service. ; 29176 SW Costa Cir E, Wilsonville, OR 97070; Start Date 09/2025; Role/Title: Owner; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Limited. A property management company will be utilized to handle the day-to-day functions of the rental process, placement of tenants, collection of rent, repairs and other management services on an ongoing basis.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-25 |
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