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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2007-04-30 |
Branch Locations
101 Lowe Avenue Suite 1D, Huntsville, AL 35801-4236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Huntsville | AL | 12/1978 | Present |
| Nylife Securities Inc. | Huntsville | AL | 09/1982 | Present |
| Financial Resources | Huntsville | AL | 08/2007 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA FINANCIAL RESOURCES.] [OPERATING UNDER THE DBA NAME OF FINANCIAL RESOURCES, FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 101 LOWE AVE. SUITE 1D HUNTSVILLE, AL 35801] [7001 Taylor Lane - Rental Property; residential home that is co-owned with my daughter Hannah Milton Holland and her husband Trenten Holland. (50% me and 50% them); 7001 Taylor Lane, Trussville, AL 35173; Start Date 05/2019; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [6009 Mt. View Trace - Rental Property; A residential home that I co-own 50/50 with daughter Hannah Milton Holland in Trussville AL where she lives.; 6009 Mt. View Trace, Trussville, AL; Start Date 05/2019; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Rental Property - 2095 Overlook Place; residential rental property ; 2095 Overlook Place Trussville AL 35173; Start Date 10/2024; Role/Title: Owner; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; collect rent][Rental Property - 5264 Promenade Drive; residential rental ; 5264 Promenade Drive Trussville, AL 35173; Start Date 07/2025; Role/Title: Owner; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-26 |
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