Dan Gregory (AR Insurance License #17030009) is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of TX, AR, IL, NM, and WA. No insurance business may be conducted outside of these states referenced.
Dan Gregory is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, in the states of TX, AR, IL, NM, WA, and CO. No offers may be made to or accepted from any resident outside the specific states referenced. NYLIFE Securities is a New York Life Company.
Dan Gregory is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
Neither Gregory Financial and Associates and its associates nor New York Life or its subsidiaries and affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professionals regarding your particular situation.
Gregory Financial and Associates is not owned or operated by New York Life Insurance Company or any of its affiliates.
For additional information, visit Customer Relationship Summary.pdf