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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-09 |
| TX | RA | APPROVED | 2024-08-28 |
| OR | RA | APPROVED | 2024-01-16 |
Branch Locations
10260 Sw Greenburg Road Suite 1150, Portland, OR 97223 • United States
106 E Main St, Goldendale, WA 98620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc. | Portland | OR | 10/2020 | Present |
| New York Life Ins., Co. | Portland | OR | 03/2020 | Present |
| Townepark | Portland | OR | 06/2018 | 03/2020 |
| Oregon Trail Recovery | Milwaukie | OR | 07/2017 | 05/2018 |
| Unemployed | Portland | OR | 02/2017 | 06/2017 |
| City Liquidators | Portland | OR | 04/2016 | 01/2017 |
| Eagle Strategies Llc | Portland | OR | 01/2024 | Present |
| Cornerstone Wealth Strategies, Llc | Portland | OR | 06/2026 | Present |
[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; ASSOCIATE; PORTLAND OR; START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-15 |
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