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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
2431 East 61St Street Suite 650, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Levi Swenson | St George | UT | 10/2015 | 08/2022 |
| Northwestern Mutual Investment Services Llc | St George | UT | 08/2016 | 12/2016 |
| Northwestern Mutual Investment Services Llc | St George | UT | 01/2018 | 12/2018 |
| Northwestern Mutual Investment Services Llc | St George | UT | 01/2019 | 08/2022 |
| Northwestern Mutual Todd Johnson | Saint George | UT | 06/2014 | 10/2016 |
| Northwestern Mutual Levi Swenson | Saint George | UT | 10/2016 | 04/2021 |
| Unemployed | Goshen | UT | 04/2021 | 01/2022 |
| Levi Swenson | St George | UT | 01/2022 | 08/2022 |
| Northwestern Mutual Investment Services Llc | St George | UT | 01/2022 | 08/2022 |
| New York Life Insurance Company | Tulsa | OK | 09/2022 | Present |
| Nylife Securities Llc | Tulsa | OK | 10/2022 | Present |
| Eagle Strategies Llc | Gibson | OK | 09/2025 | Present |
| Integrated Financial Resources, Inc. D/B/A Integrated Financial | Gibson | OK | 01/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2431 E. 61ST STREET SUITE 650 TULSA, OK 74136; start 09/2022; Insurance Broker; Commissions; 4 hours per month, 4 hours during securities trading hours; Insurance Related ] [RV rental ; Rent out RV to families for short term stays at campgrounds; 925 S Harrison Ave, Cushing, OK; Start Date 06/2023; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF INTEGRATED FINANCIAL RESOURCES, INC. D/B/A INTEGRATED FINANCIAL FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; Gibson, Oklahoma; START DATE: 01/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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