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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 1997-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Salem | OR | 09/1986 | Present |
| Nylife Securities Inc. | Salem | OR | 11/1986 | Present |
| Eagle Strategies Corp | Bend | OR | 09/1997 | Present |
| Fincham Financial Group Llc | Bend | OR | 08/2005 | 05/2026 |
[MUSICIAN, PRIMARILY FOR CHARITABLE ORGANIZATIONS- PERFORM LESS THAN 2 HOURS/WEEK; NON INVESTMENT RELATED; START DATE 12/2011] [Broken Top Community Association Finance Committee; provides management for the Broken Top Community and Neighborhoods; 404 SW Columbia Street Suite 140 Bend, Oregon 97702; start date 12/2023; non investment related; volunteer; responsibilities include monitoring the short- and long-term financial health of BTCA and vote to recommend operating and reserve budgets to the Board of Directors; 1 hour per month none during securities hours] [Broken Top Club Member Experience Committee; provides golf, pickleball, tennis, swimming, and social amenities to it's members; 62000 Broken Top Drive, Bend, Oregon 97702; start date 12/2023; non investment related; volunteer; responsible for matters pertaining to the development, orientation, and retention of all classes of Membership, ensuring that all member categories are considered in the programming, amenity, and social calendaring of the Club; 1 hour per month none during securities hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-15 |
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