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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-06-20 |
Branch Locations
8020 Sw Pfaffle St, Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Salem | OR | 07/2015 | Present |
| Nylife Securities Llc | Salem | OR | 08/2015 | Present |
| Legacy Wealth Partners, Inc. | Portland | OR | 04/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;8020 SW Pfaffle St. Suite 100 Tigard, OR 97223; Start Date 04/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [National Football Foundation- Oregon Chapter; Non-profit organization with the objective of recognizing and providing college scholarships to outstanding high school student-athletes.; 433 Las Colinas Blvd #1130 Irving, TX 75039; Start Date 12/2015; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; I help organize board meetings and complete tasks.] [OPERATING UNDER THE DBA NAME OF LEGACY WEALTH PARTNERS INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (PORTLAND, OR); START DATE: 04/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-01 |
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