Caleb Alexander Loud

Current Employers

Employment History

• 06/2017 → Present
  Nylife Securities Llc
  Frisco, TX
• 03/2017 → Present
  New York Life Insurance Company
  Frisco, TX
• 03/2011 → 04/2017
  Ga Telesis
  Fort Lauderdale, FL
• 07/2020 → Present
  Eagle Strategies Llc
  Dallas, TX
• 11/2020 → Present
  Cloud Wealth Strategies Llc
  Dallas, TX
• 01/2025 → Present
  Innovative Wealth Strategies Llc
  Dallas, TX

Other Businesses

APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS Wholistic Financial Advisory Service; 2727 Shelby Ave, Unit H, Dallas, TX 75219; Start Date 08/2020; Role/Title: Owner; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CLOUD WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DALLAS, TX; START DATE: 11/2020] [NAIFA Dallas - Membership Chair; Responsible for addressing activities related to onboarding new members and retaining existing members, along with managing the NAIFA Dallas Social Media pages.; 40 E McDermott Drive, Allen, Texas, 75002; Start Date 01/2024; Role/Title: Board Member; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; responsible for encouraging new members to join, and finding out how to better retain our existing membership. I'll also help manage the NAIFA Dallas pages] [OPERATING UNDER THE DBA NAME OF INNOVATIVE WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 01/2025][DFW Aviation Happy Hour; A commercial aviation networking organization that raises money for events to bring business owners and executives together to collaborate and give to charity. ; 4016 Morning Star Road, Plano, TX, 75024; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Secretary-contribute to general board activities including recording minutes, coordinating special projects and events]

Exams

• S66 Uniform Combined State Law Examination
  2020-06-29
• S63 Uniform Securities Agent State Law Examination
  2018-01-08