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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-25 |
| OR | RA | APPROVED | 2021-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Web Studio | Troutdale | OR | 04/2018 | 08/2018 |
| Unemployed | Portland | OR | 03/2017 | 08/2017 |
| Uber | Portland | OR | 09/2017 | 08/2018 |
| Courthouse Athletic Club | Salem | OR | 04/2018 | 06/2020 |
| Unity Foods Llc | Milwaukie | OR | 02/2016 | 03/2017 |
| Senegence International | Foothill Ranch | CA | 03/2017 | 06/2020 |
| Amway Corp | Ada | MI | 06/2006 | 03/2017 |
| New York Life Insurance Company | Salem | OR | 08/2018 | Present |
| Nylife Securities Llc. | Salem | OR | 01/2019 | Present |
| Eagle Strategies Llc | Portland | OR | 05/2021 | Present |
| Gritly Partners, Llc D/B/A Gritly Financial Partners | Bend | OR | 03/2022 | 10/2023 |
[Gritly Partners LLC; Receiving Trail payments for life insurance written outside of NYL. No new business is being written. Trails are coming from, Ethos Life, Illinois Mutual, & ohio National; 17 NW Hawthorne Ave Ste 1, Bend, OR 97703; Start Date 03/2022; Role/Title: Insurance Broker; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GRITLY PARTNERS, LLC D/B/A GRITLY FINANCIAL PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BEND, OR; START DATE: 03/2022][WOIIA, LLC; Professional Women's Networking group being formed by Myself & a business associate; 616 SW Evergreen Ave, Redmond, OR, 97756; Start Date 07/2025; Role/Title: Owner; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; Planning Networking events, facilitating speakers, Vetting members, & establishing standard operating procedures for the organization]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-31 |
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