Gregory Todd Johnson

Current Employers

Employment History

• 01/2015 → 01/2019
  The O.N. Equity Sales Company
  Cincinnati, OH
• 01/2015 → Present
  Ohio National Insurance Company
  Cincinnati, OH
• 01/2019 → Present
  Lion Street Financial
  Austin, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Waco, TX

Previous Registrations

• 2020-07-29 → 2025-11-03
  Lion Street Advisors, Llc
  Waco, TX
  Austin, TX

Other Businesses

1) ESTATE PLANNING TEAM POSITION: referral source NATURE: Estate Planning Team (EPT) is a membership organization comprised of attorneys, CPAs, OI's, real estate, insurance, and financial service professionals dedicated to helping their clients preserve their wealth and protect their estates. As a member of EPT, you have access to independent tax and legal professionals with the expertise to present capital gains tax deferral solutions to your clients. One of these strategies is the Deferred Sales Trust, (DST), a potential solution to defer capital gains tax and depreciation recapture tax exposure on the sale of highly appreciated business, real estate, farm and other assets. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/15/2023 ADDRESS: 45110 Club Dr, Ste B, Indian Wells CA 92210, United States DESCRIPTION: Provide recommendations for use of trust and the managing monies with the trust. Access tax and legal professionals that present and execute the DST for my prospects as part of a monthly membership fee. No fees paid to/from EPT. Only fees rec'd will be those that run through BD as part of fee based/commissionable products managed within the trust. Access to lead generation website and marketing guides.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-24
• S63 Uniform Securities Agent State Law Examination
  2010-04-12

Other Names

• Greg Johnson