Philip J Johnson

Current Employers

Employment History

• 09/1987 → Present
  Savage And Assocs
  Toledo, OH
• 07/2013 → 06/2023
  Royall Alliance
  Toledo, OH
• 06/2023 → Present
  Osaic Wealth, Inc.
  Toledo, OH

Previous Registrations

• 2006-04-10 → 2013-07-12
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH
• 2002-01-14 → 2006-11-02
  Walnut Street Advisers Inc
  Toledo, OH

Other Businesses

1. NJJ DEVELOPMENT LLC POSITION: Owner NATURE: LLC. Investment Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2017 ADDRESS: 4601 Ginger Trail, Toledo OH 43623, United States DESCRIPTION: Confirm Tenant Payments. Review Financials. Manage Property 2. SAVAGE & ASSOCIATES POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/01/1987 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: *Insurance Sales 3. SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 09/01/1987 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a Financial Professional 4. PHIL JOHNSON, INSURANCE AGENT POSITION: Insurance Agent NATURE: sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1987 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell and service insurance products to my clients. 5. PDG FINANCIAL LLC POSITION: Owner NATURE: SCorp LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Insurance, Investments, Sales, Service and Advising was a Sole Proprietor, moving to a S-Corp LLC 6.CHRIST THE KING ENDOWMENT BOARD POSITION: Board member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/02/2020 ADDRESS: 4100 Harvest Ln, Toledo OH 43623, United States DESCRIPTION: Advise on how endowment funds are invested and spent.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-03