Capital Flow Monitor · Placement agents
Wealth Preservation Associates Llc
Firm · Wealth Preservation Associates LLC · CRD 35277
Real-estate raises
0
Lodging raises
0
All raises seen
4
Total offered
$0
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — |