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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-02-12 |
Branch Locations
999 Waterside Drive Suite 1500, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Norfolk | VA | 05/2012 | Present |
| Nylife Securities Llc | Norfolk | VA | 04/2013 | Present |
| Mathas Financial Group Llc | Norfolk | VA | 12/2019 | Present |
| Eagle Strategies Llc | Norfolk | VA | 02/2020 | Present |
[RENTAL PROPERTY; OWNER OF RENTAL PROPERTY AT 1504 KELVIN COURT VA.; COMPENSATION: RENTAL INCOME] [INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; 999 WATERSIDE DRIVE, SUITE 1500, NORFOLK, VA 23510; START DATE 07/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 20 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF MATHAS FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NORFOLK, VA; START DATE: 12/2019] [Virginia Beach Project LifeSaver - board member; Virginia Beach Project LifeSaver is a non-profit organization dedicated to search and rescue efforts for individuals within the community who have cognitive disorders. The goal is to reduce the time it takes to find lost individuals.; Virginia Beach, VA 23456; Start Date 02/2016; Role/Title: Board Member; Not Investment Related; 7 hours per month; 3 hours per month during securities trading hours] [Notary Public; Provide free notary services to act as an official witness to the identity and signatures of individuals.; 1504 Kelvin Court Virginia Beach, VA 23454; Start Date 05/2024; Role/Title: Notary Public; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Virginia Beach Taskforce on Aging; provide networking for those who serve the senior community, and to provide fundraising for the non-profit organizations that serve seniors in our area.; PO Box 10474, Virginia Beach, VA 23452; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-24 |
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