Joshua K Haney

Current Employers

Employment History

• 07/2008 → Present
  New York Life Insurance Co
  Huntsville, AL
• 08/2012 → Present
  Nylife Securities Llc
  Huntsville, AL
• 08/2014 → Present
  Haney Financial Solutions, Llc
  Pulaski, TN

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 07/2012] [OPERATING UNDER THE DBA NAME OF HANEY FINANCIAL SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PULASKI, TN; START DATE: 08/2014] [Rental Property; Own property and; 207 Surrey Dr. Huntsville, AL 35801; Start Date 02/2020; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; PROPERTY MAINTENANCE] [First National Bank; Investing; 206 South First Street Pulaski, TN 38478; Start Date 02/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property; Rental Property; 207 Surrey Rd Huntsville, AL 35801; Start Date 06/2015; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [5249 Investments LLC; invest into real estate and possible developments; 328 Fowlkes Trace NW Huntsville, AL 35806; Start Date 05/2024; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; oversee purchases][Y'all Sweet Tea ; Investing in a friend of ours' business.; 4080 AL-160, Hayden, AL 35079; Start Date 11/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-10
• S63 Uniform Securities Agent State Law Examination
  2012-10-16

Other Names

• Joshua Haney