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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
| OR | RA | APPROVED | 2023-02-21 |
Branch Locations
8020 Sw Pfaffle St Ste 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 02/2018 | 06/2018 |
| Finity Group, Llc | Portland | OR | 06/2016 | 06/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2018 | 06/2019 |
| Blue Water Wealth, Inc | Portland | OR | 09/2018 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2016 | 11/2016 |
| Willamette Financial Advisors, Llc | Portland | OR | 01/2021 | 10/2022 |
| Nylife Securities, Llc | Portland | OR | 11/2022 | Present |
| Nathan Engstrom | Portland | OR | 10/2022 | Present |
| Eagle Strategies Llc | Portland | OR | 02/2023 | Present |
| Legacy Wealth Partners, Inc. | Portland | OR | 04/2025 | Present |
[OPERATING UNDER THE DBA NAME OF LEGACY WEALTH PARTNERS, INC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (PORTLAND, OR); START DATE: 04/2025]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
| S66 | Uniform Combined State Law Examination | 2016-09-13 |
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