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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2006-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Eugene | OR | 04/1978 | Present |
| Nylife Securities Inc. | Salem | OR | 12/1982 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; INSURANCE RELATED] INVESTMENT ADVISER REGISTERED WITH EAGLE STRATEGIES LLC [Bethesda Church Foundation Board; Board of directors for the foundation.; 4445 Royal Ave Eugene, Oregon 97402; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Discuss asset allocations of the portfolio. ]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2005-12-20 |
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