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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-08-19
TX RA APPROVED 2024-08-14
  • OR RA
    APPROVED
    Since 2024-08-19
  • TX RA
    APPROVED
    Since 2024-08-14

Branch Locations

4509 South 6Th Street Ste 308, Klamath Falls, OR 97603 • 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
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
  • 10/2021 → 12/2021
    Unemployed
    Merrill, OR
  • 03/2021 → Present
    U.S. Forest Service
    Klamath Falls, OR
  • 11/2020 → 02/2021
    Unemployed
    Bonanza, OR
  • 03/2020 → 10/2020
    U.S. Forest Service
    Klamath Falls, OR
  • 11/2019 → 03/2020
    Unemployed
    Bonanza, OR
  • 03/2019 → 11/2019
    U.S. Forest Service
    Klamath Falls, OR
  • 12/2018 → 03/2019
    Unemployed
    Bonanza, OR
  • 03/2018 → 12/2018
    U.S. Forest Service
    Klamath Falls, OR
  • 10/2017 → 03/2018
    Roe Outfitters
    Klamath Falls, Or, OR
  • 04/2017 → 10/2017
    U.S. Forest Service
    Prineville, OR
  • 10/2016 → 04/2017
    Roe Outfitters
    Klamath Falls, OR
  • 04/2016 → 10/2016
    U.S. Forest Service
    Prineville, OR
  • 12/2021 → Present
    New York Life Ins Co
    Merrill, OR
  • 02/2022 → Present
    Nylife Securities Llc
    Merrill, OR
  • 08/2024 → Present
    Klamath Falls, OR
  • 07/2025 → Present
    Cornerstone Wealth Strategies, Llc
    Klamath Falls, OR
Other Businesses

[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]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-31
S63 Uniform Securities Agent State Law Examination 2022-03-03
  • S66 Uniform Combined State Law Examination
    2024-07-31
  • S63 Uniform Securities Agent State Law Examination
    2022-03-03

View on SEC IAPD

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