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Gregory Simmons Shelton

Eagle Strategies LLC

Covington, LA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-05
LA RA APPROVED 2012-05-31
  • TX RA
    APPROVED_RES
    Since 2021-08-05
  • LA RA
    APPROVED
    Since 2012-05-31

Branch Locations

832 E Boston Ave Suite 13, Covington, LA 70433 • 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
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
  • 06/2008 → Present
    Nylife Securities Llc
    New Orleans, LA
  • 05/2008 → Present
    New York Life Insurance Company
    New Orleans, LA
  • 05/2012 → Present
    New Orleans, LA
  • 06/2023 → Present
    Shelton Financial Solutions
    Covington, LA
Other Businesses

[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]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-18
S63 Uniform Securities Agent State Law Examination 2008-09-11
  • S66 Uniform Combined State Law Examination
    2012-05-18
  • S63 Uniform Securities Agent State Law Examination
    2008-09-11

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