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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Salem | OR | 04/2005 | Present |
| Nylife Securities | Salem | OR | 09/2005 | Present |
| Howes Financial | Eugene | OR | 09/2023 | Present |
| Eagle Strategies Llc | Eugene | OR | 06/2026 | Present |
[CASA of Lane County; board President. , I run board meetings and help plan events; 174 Deadmond Ferry Rd, Springfield, OR 97477; Board Member; 2 hours per month; no compensation] [CASA Development Committee; provides a voice for abused & neglected children in the foster care system; board member; non investment related; start date 10/2014; 2 hours per month; Invite donors to events, thank them for their attendance and donations, strategize who else to invite to events] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 120 Oakway Center, Eugene, OR 97401; Start Date 10/2017; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Business Networking International; BNI is the largest and most successful referral networking organization with Members and Chapters in 78 countries. The organization is designed to help businesses work together to pass referral business.; 18139 NW Skyline Blvd, Portland, OR 97231; Start Date 04/2023; Role/Title: Chapter President, which consists of running the weekly meeting; Investment Related; 10 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Howes Financial FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EUGENE OR; START DATE: 09/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-22 |
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