Paul Andrew Lacava

Current Employers

Employment History

• 12/1991 → Present
  New York Life Ins Co
  Syosset, NY
• 03/1992 → Present
  Nylife Securities Inc.
  Melville, NY
• 03/2000 → Present
  Nylife-Eagle Strategies
  Melville, NY
• 03/2010 → Present
  Benefits Plus Financial Services, Inc
  Melville, NY
• 09/2016 → Present
  Wealth Conservation Group, Inc.
  Melville, NY

Other Businesses

[OPERATING UNDER THE DBA NAME OF BENEFITS PLUS FINANCIAL SERVICES, INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER;576 BROADHOLLOW RD/MELVILLE/NY/11747; INVESTMENT RELATED; start date 03/2010] [SPLIT CYCLE LLC; NON INVESTMENT RELATED; PASSIVE INVESTMENT; RESEARCH AND DEVELOPMENT OF AUTOMOBILE ENGINES; START DATE 9/2011; NO TIME SPENT ON ACTIVITY] [OPERATING UNDER THE DBA NAME OF WEALTH CONSERVATION GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 09/2016] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 520 Broadhollow Rd Melville, NY 11747; Start Date 08/2016; Role/Title: Partner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [Wealth Conservation LLC; Wealth Conservation, LLC is owned by Mark Heinemann and myself and will be used to pay our common expenses (hiring staff, office supplies and equipment, etc) for accounting purposes. We will not be using Wealth Conservastion LLC with clients; 520 Broadhollow Rd Melville, NY 11747; Start Date 06/2021; Role/Title: Member; Investment Related; 20 hours per month; 20 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-10
• S63 Uniform Securities Agent State Law Examination
  1992-07-07