Thomas E Mathas

Current Employers

Employment History

• 07/2003 → Present
  New York Life Insurance Company
  Dallas, TX
• 05/2010 → Present
  Mathas Financial Group Llc
  Norfolk, VA
• 12/2011 → Present
  Eagle Strategies Llc
  Norfolk, VA
• 09/2000 → Present
  Nylife Securities Llc
  Dallas, TX

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA MATHAS FINANCIAL GROUP LLC; 999 WATERSIDE DRIVE STE 900, NORFOLK, VA. 23510; OWNER; START DATE 05/05/2010; 20-60 HRS. A MONTH, 10 HRS OR AS NEEDED DURING SECURITIES TRADING HOURS; INVESTMENT RELATED] [Norfolk Collegiate School; School Board Member; 7336 Granby Street, Norfolk, VA 23505; Start Date 09/2014; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [NYLARC Holding Company INC; Reinsuring life insurance that I write with New York Life.; 51 Madison Avenue, New York,NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Annunciation Greek Orthodox Church- Legacy Committee and Investment Committee; Church; 7220 Granby St Norfolk VA 23505; Start Date 04/2022; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; chairman of the legacy committee. raise funds preserve and grow 100 year old church] [NLARC Holding Company, INC; New York Life Agents re-insuring company; 51 Madison Ave NY, NY 10010; Start Date 10/2023; Role/Title: Board Member; Investment Related; 10 hours per month; 8 hours per month during securities trading hours; member of the investment committee to help manage the portfolio assets.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-20
• S63 Uniform Securities Agent State Law Examination
  2001-05-08