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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
4509 South 6Th Street Ste 308, Klamath Falls, OR 97603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Merrill | OR | 10/2021 | 12/2021 |
| U.S. Forest Service | Klamath Falls | OR | 03/2021 | Present |
| Unemployed | Bonanza | OR | 11/2020 | 02/2021 |
| U.S. Forest Service | Klamath Falls | OR | 03/2020 | 10/2020 |
| Unemployed | Bonanza | OR | 11/2019 | 03/2020 |
| U.S. Forest Service | Klamath Falls | OR | 03/2019 | 11/2019 |
| Unemployed | Bonanza | OR | 12/2018 | 03/2019 |
| U.S. Forest Service | Klamath Falls | OR | 03/2018 | 12/2018 |
| Roe Outfitters | Klamath Falls, Or | OR | 10/2017 | 03/2018 |
| U.S. Forest Service | Prineville | OR | 04/2017 | 10/2017 |
| Roe Outfitters | Klamath Falls | OR | 10/2016 | 04/2017 |
| U.S. Forest Service | Prineville | OR | 04/2016 | 10/2016 |
| New York Life Ins Co | Merrill | OR | 12/2021 | Present |
| Nylife Securities Llc | Merrill | OR | 02/2022 | Present |
| Eagle Strategies Llc | Klamath Falls | OR | 08/2024 | Present |
| Cornerstone Wealth Strategies, Llc | Klamath Falls | OR | 07/2025 | Present |
[United States Forest Service; AD Helicopter Manager. Provide additional management for aviation resources in times of high need due to wildfires. Duties include briefing the pilot, cost summaries and risk management.; 1000 South 9th Street Lakeview, OR 97630; Start Date 06/2022; Role/Title: Independent Contractor; Not Investment Related; 12 hours per month; 12 hours per month during securities trading hours; briefing the pilot, filing cost summaries and payment documentation for the helicopter I am managing] [Dan's Room Rental; I have an extra room in our primary residence that is rented to forest service employees. 14410 Falvey Rd Room Rental ; 14410 Falvey Rd, Merrill OR 97633; Start Date 09/2024; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 4509 S 6th St suite 308, Klamath Falls OR 97603; Start Date 07/2025; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours; Brokering Insurance products for clients] [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; KLAMATH FALLS OR; START DATE: 07/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-03 |
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