Drew Michael Forte

Current Employers

Employment History

• 12/2005 → 04/2019
  New York Life Insurance Company
  Waltham, MA
• 01/2006 → 04/2019
  Nylife Securities, Inc
  Waltham, MA
• 03/2013 → Present
  Precision Benefits & Insurance
  Winchester, VA
• 11/2014 → 04/2019
  Eagle Strategies Llc
  Westborough, MA
• 05/2019 → Present
  Lpl Financial Llc
  Winchester, VA
• 05/2019 → 06/2022
  Wealthcare Advisory Partners, Llc
  Winchester, VA
• 06/2022 → 03/2025
  Blue Ridge Bank
  Winchester, VA

Previous Registrations

• 2019-07-24 → 2022-03-03
  Wealthcare Advisory Partners Llc
  West Chester, PA
  Winchester, VA
• 2014-11-14 → 2019-05-16
  Eagle Strategies Llc
  Westborough, MA
  Winchester, VA
  Winchester, VA

Other Businesses

1. 5/15/19- F & H Holdings LLC- Real Estate Rental- Member - Inv. Related- Winchester - start date 12/2018- 1% 2. 5/15/19- Precision Holdings, LLC - Business Entity For Tax/Investment Purposes Only- Inv. Related- Winchester, VA - 1% 3. 5/15/19- Telehealth Advisory Group, LLC- Business Owner- Partner- Inv. Related- 10hrs/ mth 4. 5/15/19- Forte Properties, LLC- Real Estate Rental- Property owner - Landlord- 103 Donegal Ct. Winchester, VA, 22601 - start dat 6/2016 - 1% 5. 08/02/2022 - BluePoint Benefits - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/20/2022 - 80 Hours Per Month/4 Hours During Securities Trading. 6. 2/15/2023 - BluePoint Benefits - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/20/2022 - 80 Hours Per Month/4 Hours During Securities Trading. 7.06/09/2025 - Prestige Benefits Group LLC - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:04/01/2025 - 100 Hrs/Mth - 5 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-30
• S63 Uniform Securities Agent State Law Examination
  2007-02-14

Other Names

• Drew Micheal Forte