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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-05 |
| LA | RA | APPROVED | 2012-05-31 |
Branch Locations
832 E Boston Ave Suite 13, Covington, LA 70433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | New Orleans | LA | 06/2008 | Present |
| New York Life Insurance Company | New Orleans | LA | 05/2008 | Present |
| Eagle Strategies Llc | New Orleans | LA | 05/2012 | Present |
| Shelton Financial Solutions | Covington | LA | 06/2023 | Present |
[INSURANCE BROKERING; APPOINTED BY VARIOUS INSURANCE COMPANIES FOR THE SALES OF NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 6/2011] [NYLARC Holding Company, Inc.; Reinsurance Company owned by agents (private placement); Unknown; Start Date 06/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property; investment related; owner; start date 01/2019; 832 E. Boston St., No. 13, Covington, LA 70433; no time on activity; Rental property maintenance] [Covington Youth Soccer Association - Covington FC; Coaching a youth soccer team. Coaching youth soccer U12 Boys (Competitive); 74020 Penn Mill Rd, Covington, LA 70435; Start Date 08/2021; Role/Title: Coach; Not Investment Related; 28 hours per month; 0 hours per month during securities trading hours;coach] [Land-Timber Sales; cutting and selling timber; Copiah County, Mississippi; Start Date 07/2021; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Shelton Financial Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COVINGTON LA; START DATE: 06/2023][Shelton Five LLC; payroll and expenses for my employees pass through; 61 Juniper Ct., Mandeville, LA 70471; Start Date 01/2022; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-11 |
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