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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-06-28 |
Branch Locations
5005 Lyndon B Johnson Fwy Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Tyler | TX | 09/2002 | Present |
| Johnson Financial Strategies, Llc | Tyler | TX | 12/2014 | Present |
| Nylife Securities Llc | Tyler | TX | 12/2002 | Present |
| Eagle Strategies Llc | Tyler | TX | 06/2007 | Present |
[ADVANTX BUILDING INC; CONSTRUCTION COMPANY; OWNER;P O BOX 274, BULLARD, TX, 75757; 1 HOUR A MONTH; NON INVESTMENT RELATED; [LEGACY J-4 LP; PASSIVE INVESTMENT-FAMILY OWNED;REAL ESTATE INVESTMENTS] [CHURCH;RECORDING AND SOUND MIXING OF CHURCH SERVICES; 5 HOURS PER MONTH] [EAST TEXAS TRIATHLETES; SUPPORTING THE EAST TEXAS TRIATHLON COMMUNITY; PO BOX 7558, TYLER, TEXAS 75711; START DATE 01/2013; ROLE/TITLE: OFFICER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF JOHNSON FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 7292 CROSSWATER TYLER, TEXAS 75703; START DATE: 12/2014; 10 HOURS PER MONTH WITH 10 DURING SECURITIES HOURS]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-29 |
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