Sofia Dumansky

Current Employers

Employment History

• 07/2007 → Present
  New York Life Insurance Company
  Windsor, CT
• 11/2007 → Present
  Nylife Securities Llc
  Windsor, CT
• 04/2012 → Present
  Eagle Strategies Llc
  Windsor, CT
• 10/2012 → Present
  Tdg Financial Llc
  Windsor, CT
• 04/2022 → Present
  Legatum Financial, Llc
  Windsor, CT
• 06/2026 → Present
  Fora Travel Agency
  South Windsor, CT

Other Businesses

[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF TDG FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 360 BLOOMFIELD AVENUE, SUITE 402, WINDSOR, CT 06095; START DATE: 10/2012] [MAIDAN UNITED; A NON-PROFIT ORGANIZATION THAT PROVIDES FINANCIAL AID AND SUPPORT FOR PEOPLE DIRECTLY AND INDIRECTLY AFFECTED BY EUROMAIDAN IN UKRAINE; 949 PLEASANT VALLEY RD UNIT 9-8 SOUTH WINDSOR, CT 06074; START DATE 03/2014; ROLE/TITLE: DIRECTOR; NOT INVESTMENT RELATED; 8 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [P&C BROKERING; TO BE ABLE TO SELL AUTO, HOME, UMBRELLA AND PROFESSIONAL LIABILITY INSURANCE; 360 BLOOMFIELD AVESUITE 402 WINDSOR, CT 06095; START DATE 01/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave 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] [NAIFA CT; NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.; 2400 Post Road Warwick, RI 02886; Start Date 03/2019; Role/Title: Board Member; Investment Related; 10 hours per month; 1 hours per month during securities trading hours] [MDRT Community Leaders; Community Leaders Committee: Represent MDRT to promote membership and increase member engagement among peers in the local community; 325 West Touhy Avenue. Park Ridge, IL 60068; Start Date 10/2021; Role/Title: Committee Member; Investment Related; 4 hours per month; 4 hours per month during securities trading hours;promote membership and increase member engagement among peers in the local community] [OPERATING UNDER THE DBA NAME OF LEGATUM FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WINDSOR, CT; START DATE: 04/2022] [BNI Rivereast Chapter; The mission of BNI is to help BNI Members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals.; 11525 N Community House Rd #475 Charlotte NC 28277; Start Date 10/2022; Role/Title: Officer; Not Investment Related; 12 hours per month; 12 hours per month during securities trading hours; Taking notes during the meeting, introducing speakers, collecting dues] [Fora Travel Agency; A travel agent is a professional who helps individuals and groups plan, book, and manage travel arrangements. Looking to get discounts on personal and business travel; 949 Pleasant Valley Rd Unit 9-8 South Windsor, CT 06074; Start Date 06/2026; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; I would book travel for myself and offer it to friends if it makes sense.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-19
• S63 Uniform Securities Agent State Law Examination
  2007-11-29

Other Names

• Sofiya Dumanskaya