Best Investors Account Sign in
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-25
OR RA APPROVED 2023-09-25
  • TX RA
    APPROVED
    Since 2024-07-25
  • OR RA
    APPROVED
    Since 2023-09-25

Branch Locations

10260 Sw Greenburg Rd Suite 1150, Portland, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Portland OR 08/2014 Present
Nylife Securities Llc Portland OR 11/2014 Present
Eagle Strategies Llc Portland OR 09/2023 Present
Cornerstone Wealth Strategies Llc Portland OR 08/2024 Present
  • 08/2014 → Present
    New York Life
    Portland, OR
  • 11/2014 → Present
    Nylife Securities Llc
    Portland, OR
  • 09/2023 → Present
    Portland, OR
  • 08/2024 → Present
    Cornerstone Wealth Strategies Llc
    Portland, OR
Other Businesses

[Rental Property; Rental property that's personally owned and personally managed.; 13440 SW Cottontail Ln, Beaverton, OR 97008; Start Date 04/2022; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [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: 08/2024][Willamette Valley Vineyards, Inc.; Produce and selling wines. I plan to purchase their preferred stock and in exchange, that allows me to purchase their wine at a discount and wine tasting; 8800 Enchanted Way SE Turner, OR 97392; Start Date 11/2025; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Notary Public; notary public ; 10260 SW Greenburg Rd, Suite 1150, Portland, OR 97223; Start Date 12/2025; Role/Title: Notary Public; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-21
S63 Uniform Securities Agent State Law Examination 2015-01-31
  • S66 Uniform Combined State Law Examination
    2023-09-21
  • S63 Uniform Securities Agent State Law Examination
    2015-01-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor