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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-01 |
| VA | RA | APPROVED | 2002-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Norfolk | VA | 11/1996 | Present |
| Nylife Securities Inc. | Norfolk | VA | 11/1996 | Present |
| Dominion Financial Partners, Llc | Norfolk | VA | 07/2004 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; START DATE 7/2004; INSURANCE BROKER; INVESTMENT RELATED] [PRESIDENT OF DOMINION FINANCIAL PARTNERS, LLC FOR THE PURPOSE OF PROVIDING ADVISER SERVICES AND THE SALE OF ANY RELATED PRODUCTS INCLUDING ALL PRODUCTS OFFERED BY NEW YORK LIFE INSURANCE COMPANY, NYLIFE SECURITIES,, INC. EAGLE STRATEGIES, AND BROKERING NON-REGISTERED PRODUCTS OFFERED BY OUTSIDE INSURANCE COMPANIES; OWNER; INVESTMENT RELATED; START DATE 7/2004] [Rental Property; Renting of the property; 43146 Hillingdon Bnd Apt 203, chesapeake va 23321; Start Date 03/2023; Role/Title: Owner; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [City of Virginia Beach Community Trust; The Community Trust has been operational since March of 1982. It was conceived as a way of dealing with the complex problems surrounding the future planning for individuals with mental disabilities.; 2401 Courthouse Dr. Virginia Beach, VA 23456; Start Date 05/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-03 |
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