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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2002-05-22
  • MT RA
    APPROVED
    Since 2002-05-22

Branch Locations

Gams Financial Group Llc 1575 Shiloh Road, Suite J, Billings, MT 59106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Billings MT 12/2001 Present
Miller,Gams & Associates Billings MT 06/2005 02/2025
Nylife Securities Billings MT 02/2002 Present
Retirement Solutions Billings MT 01/2008 01/2026
Gams Financial Group, Llc Billings MT 07/2024 Present
  • 12/2001 → Present
    New York Life Insurance Company
    Billings, MT
  • 06/2005 → 02/2025
    Miller,Gams & Associates
    Billings, MT
  • 02/2002 → Present
    Nylife Securities
    Billings, MT
  • 01/2008 → 01/2026
    Retirement Solutions
    Billings, MT
  • 07/2024 → Present
    Gams Financial Group, Llc
    Billings, MT
Other Businesses

[MARY KAY; START DATE 06/2014; ROLE/TITLE: PERSONAL; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [4 Ranch; Own cattle for beef production and sale; 3929 Fairmeadow Drive, Billings, Mt. 59102; Start Date 01/2022; Role/Title: Owner; Not Investment Related; 24 hours per month; 0 hours per month during securities trading hours] [Flying W Properties, LLC; Purchasing a condo unit to move my New York Life business to. renting to other professionals. ; 1575 Shiloh. Billings, MT. 59102; Start Date 09/2024; Role/Title: Member; Investment Related; 15 hours per month; 15 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GAMS FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (BILLINGS, MT); START DATE: 07/2024] [Accounting and Financial Women Alliance (AFWA) Women of Influence; enable women in all accounting and finance fields to achieve their full potential and to contribute to their profession; 178 South 32nd Street West, Suite 1, Billings, MT 59102; Start Date 08/2016; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; vice president] [YWCA Billings Endowment Board; YWCA is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all. ; 909 Wyoming Avenue, Billings, MT 59101; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [Insurance Brokering; selling fixed insurance products; 1575 Shiloh Road, Suite J, Billings MT. 59106; Start Date 05/2025; Role/Title: Insurance Broker; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Earth Moving Logic, LLC; providing heavy equipment education, training and consultation; 3929 Fairmeadow Drive, Billings, MT. 59102; Start Date 04/2026; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; vice president and secretary] ]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-17
S63 Uniform Securities Agent State Law Examination 1997-09-27
  • S65 Uniform Investment Adviser Law Examination
    1998-02-17
  • S63 Uniform Securities Agent State Law Examination
    1997-09-27
Other Names
  • Shelly Gams

View on SEC IAPD

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