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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-08-22 |
Branch Locations
2311 Highland Avenue South Suite 100, Birmingham, AL 35205 • United States
28380 Highway 75 South, Oneonta, AL 35121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Birmingham | AL | 01/2015 | Present |
| New York Life Ins Co | Birmingham | AL | 11/2014 | Present |
| Wilson & Associates | Birmingham | AL | 08/2019 | Present |
| Eagle Strategies Llc | Birmingham | AL | 08/2022 | Present |
| Wilson, Gregory & Henderson, Llc | Birmingham | AL | 03/2025 | Present |
BROKER LIFE INSURANCE, ANNUITIES, LONG TERM CARE INSURANCE, HEALTH INSURANCE, DISABILITY INCOME INSURANCE AND GROUP INSURANCE. 28380 STATE HIGHWAY 75 ONEONTA, AL 35121 - STARTED 11/2014 - ALL COMPENSATION WILL BE COMMISSIONS- NOT A DBA - WILL SPEND NO MORE THAN 10 HOURS DURING BUSINESS TIMES PER MONTH. [OPERATING UNDER THE DBA NAME OF WILSON & ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BIRMINGHAM, AL; START DATE: 08/2019] [DD&B Properties; Office building used for office space ; 28380 State Highway 75, Oneonta, AL 35121; Start Date 02/2023; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; maintain building and payment of bills for maintenance and ownership][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 28380 State Hwy 75, Oneonta, AL 35121; Start Date 10/2024; Role/Title: Partner; Investment Related; 60 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Wilson, Gregory & Henderson, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Owner; BIRMINGHAM, AL; START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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