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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-07 |
| VA | RA | APPROVED | 2005-01-12 |
Branch Locations
9316 Chamberlayne Road, Mechanicsville, VA 23116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co | Richmond | VA | 03/1994 | Present |
| Nylife Securities Inc. | Richmond | VA | 03/1994 | Present |
| Eagle Strategies Corp | Richmond | VA | 03/2005 | Present |
| The Path Financial Strategies, Llc | Mechanicsville | VA | 04/2013 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 12/2002; 9104 OFFICER LANE ASHLAND, VA 23005] [OPERATING UNDER THE DBA NAME OF THE PATH FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; (MECHANICSVILLE, VA); START DATE: 04/2013] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave NY NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [College Ministries of Virginia; Planting and cultivating campus ministries across the commonwealth of Virginia; P.O Box 3280 Richmond va 23228; Start Date 06/2020; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Executive Director will report to us and inform us of ideas and concerns that he has. we will brainstorm and comment on initiatives that are created. We serve as accountability and foster encouragement with new idea possible to help carry out the mission] [Fearless Ministries; 6 of us started in order to disciple women with Christ; no physical address at this time; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 15 hours per month; 5 hours per month during securities trading hours; Hold meetings with individual women and groups of woman sometimes do conferences where I might speak][Romans 1513 LLC; Bought a building through this LLC and my DBA THE PATH will be renting from the LLC monthly ; 9316 Chamberlayne Road Mechanicsville VA 23116; Start Date 01/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-05 |
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