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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-01-04 |
Branch Locations
New York Life Ins Co 8020 Sw Pfaffle St, Suite 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Portland | OR | 09/1994 | Present |
| Nylife Securities Inc. | Portland | OR | 11/1994 | Present |
| Eagle Strategies Llc | New York | NY | 06/2006 | Present |
| Legacy Wealth Partners, Inc. | Portland | OR | 02/2025 | Present |
[RENTAL PROPERTY; START DATE: 10/2003; ROLE/TITLE: OWNER; INVESTMENT RELATED; 2-3 HOURS PER MONTH] [EMPIRE HOLDINGS LLC; RENTAL PROPERTIES; START DATE: 12/2006; ROLE/TITLE: OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 8020 SW Pfaffle St. Suite# 100 Portland, OR 97223; Start Date 08/2024; Role/Title: Owner; Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [Notary Public; 8020 SW Pfaffle St. #100 Portland, OR 97223; Start Date 07/2017; Role/Title: notary; Not Investment Related; 1 hours per month; 1 hour per month during securities trading hours] [NYLARC Holding Company; Reinsurance company owned by NYL agents; 51 Madison Ave. NY, NY 10010; Start Date 06/2014; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [L&K SunRiver Properties LLC - Dormant; empty shell LLC that can hold real estate, currently no assets; 17140 SW Hillsboro Hwy. Sherwood OR 97140; Start Date 11/2008; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [E&S Holdings LLC; Holds my office Building only; 8020 SW Pfaffle St. Portland, OR 97223; Start Date 02/2010; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; pay bills] [L&K Lexington Properties LLC - Dormant; Empty shell LLC, no assets; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 11/2008; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [MECO Construction LLC - Dormant; empty shell LLC; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 11/1994; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Empire, LLC - Dormant; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 10/2014; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Empire Mgmt. LLC - Dormant; old operating business for Empire Holdings, now empty LLC no assets; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 05/2006; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [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; (OWNER); (PORTLAND, OR); START DATE: 02/2025][LWP Executive Suites; Rental property LLC holding company; 3621 Adelaide The Colony, TX 75056; Start Date 01/2025; Role/Title: manager only, no ownership interest; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; manage company][Installment Note ; Installment Note to facilitate sale of assets between companies I both own 100%; 8020 SW Pfaffle St Portand OR 97223; Start Date 12/2025; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Installment Note - Empire Holdings LLC; Installement note between my company Empire Holdings and me personally. ; 8020 SW Pfaffle st Portland OR 97223; Start Date 06/2024; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-06 |
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