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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-09 |
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 Company | Norfolk | VA | 03/2023 | Present |
| Win Waste Innovations | Portsmouth | VA | 03/2022 | 04/2023 |
| Us Navy | Portsmouth | VA | 12/2018 | 03/2022 |
| Rochester City School District | Rochester | NY | 01/2018 | 12/2018 |
| Dogs At Play | Rochester | NY | 10/2017 | 03/2018 |
| Applebee's | Rochester | NY | 01/2017 | 10/2017 |
| Hartwick College | Oneonta | NY | 08/2013 | 05/2017 |
| Nylife Securities Llc | Norfolk | VA | 06/2023 | Present |
| V&P Pawsitive Retreat Llc | Chesapeake | VA | 05/2023 | Present |
| Eagle Strategies Llc | Norfolk | VA | 09/2025 | Present |
| Preasidium Wealth Strategies, Llc | Norfolk | VA | 10/2025 | Present |
[V&P Pawsitive Retreat LLC; Non-investment business; Board, train, groom, and walk dogs; Owner/trainer; business opened: May 15, 2023; 20 hours per month, 0 hours during securities trading hours; Duties: walk, feed, and train dog][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 999 Waterside Drive, Suite 1500, Norfolk, VA 23510; Start Date 07/2025; Role/Title: Owner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Preasidium Wealth Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NORFOLK VA; START DATE: 10/2025]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-27 |
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