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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-30 |
Branch Locations
10260 S.W. Greenburg Road Suite 1150, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Young Life | Colorado Springs | CO | 07/2014 | 11/2016 |
| Ubs Financial Services Inc. | Denver | CO | 03/2018 | 09/2019 |
| New York Life Insurance Company | Portland | OR | 05/2024 | Present |
| Nylife Securities, Llc | Portland | OR | 08/2024 | Present |
| M1Cpa, Llc | Portland | OR | 09/2019 | 08/2024 |
| Ness Campbell Crane And Rigging | Portland | OR | 05/2023 | 06/2024 |
| Elavations Credit Union | Longmont | CO | 11/2016 | 03/2018 |
| Eagle Strategies Llc | Portland | OR | 04/2025 | Present |
| Cornerstone Wealth Strategies, Llc | Portland | OR | 03/2026 | Present |
[OPERATING UNDER THE DBA NAME OF Cornerstone Wealth Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; PORTLAND OR; START DATE: 03/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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