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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-01 |
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Portland | OR | 08/2023 | Present |
| Nylife Securities Llc | Portland | OR | 10/2023 | Present |
| Chararx, Llc | Portland | OR | 03/2019 | 02/2024 |
| Icon Medical Network | Lake Oswego | OR | 06/2016 | 03/2019 |
| Eagle Strategies Llc | Portland | OR | 11/2024 | Present |
| Cornerstone Wealth Strategies, Llc | Portland | OR | 06/2025 | 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: 06/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-03 |
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