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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-11 |
| OR | RA | APPROVED | 2020-10-29 |
Branch Locations
10260 Sw Greenburg Road Suite 1150, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Portland | OR | 07/2013 | Present |
| Nylife Securities Llc | Portland | OR | 02/2017 | Present |
| Hs Football Coach (Hillsboro Sd) | Hillsboro | OR | 09/2014 | 02/2017 |
| Lyft | Portland | OR | 09/2015 | 06/2020 |
| World Ventures | Portland | OR | 02/2015 | 02/2024 |
| Eagle Strategies Llc | Portland | OR | 10/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 10260 SW Greenburg Rd Ste 650 Tigard, OR 97223; Commissions; 5 hours per month; investment related] [Financial Beginnings Oregon; Fin beg.. helps create increased financial capability, individuals' life opportunities are extended - from savings to higher education to housing to secure retirement. Empowering others to take control of their financial futures!; 1326 SW 12th Ave Ste 300 Portland, OR 97201; Start Date 04/2020; Role/Title: Board Member; Investment Related; 6 hours per month; 0 hours per month during securities trading hours;Brainstorming and voting on implementation of ideas that better serve the community in which we are serving] [Rental Property; Renting out a home owned by my wife prior to marriage; 13348 W Broadleaf Ct Boise, ID 83713; Start Date 04/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner] [The Northwest Independent Baseball League; Treasurer.; 7125 SE McLoughlin Blvd, Portland, OR 97202; Start Date 04/2022; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Mitz Holdings LLC; LLC to hold real estate for asset protection. 13348 W Broadleaf Ct, Boise, ID 83713; 11724 SW Swendon Loop Portland, OR 97223; Start Date 01/2023; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][MAF Board Member; Provide guidance for process and deliverance of scholarships to youth that qualify through academics, sports, and community involvement. ; 1849 SW Salmon St, Portland, OR 97205; Start Date 02/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours][Washington State University; Collaborating with other members to build an efficient process for the future applicants. ; 370 Lighty Student Services Bldg PO Box 641067 Pullman, WA 99164; Start Date 01/2025; Role/Title: Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Collaborating with other members to build an efficient process for the future applicants] [Zoombang ; Passive investor. Protective gear for athletics and tactical use.; 26947 Katy Freeway, Katy, TX 77494; Start Date 02/2025; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Passive Investor - no responsibility.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-19 |
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