Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-25 |
| OR | RA | APPROVED | 2023-09-25 |
Branch Locations
10260 Sw Greenburg Rd 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 | 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 |
[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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-31 |
Reach out to this advisor