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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-03
TX RA APPROVED 2025-09-03
  • OK RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-03

Branch Locations

2431 East 61St Street Suite 650, Tulsa, OK 74136 • United States

801 S Lee St, Fort Gibson, OK 74434 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2015 → 08/2022
    Levi Swenson
    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 Investment Services Llc
    St George, UT
  • 06/2014 → 10/2016
    Northwestern Mutual Todd Johnson
    Saint George, UT
  • 10/2016 → 04/2021
    Northwestern Mutual Levi Swenson
    Saint George, UT
  • 04/2021 → 01/2022
    Unemployed
    Goshen, UT
  • 01/2022 → 08/2022
    Levi Swenson
    St George, UT
  • 01/2022 → 08/2022
    Northwestern Mutual Investment Services Llc
    St George, UT
  • 09/2022 → Present
    New York Life Insurance Company
    Tulsa, OK
  • 10/2022 → Present
    Nylife Securities Llc
    Tulsa, OK
  • 09/2025 → Present
    Gibson, OK
  • 01/2026 → Present
    Integrated Financial Resources, Inc. D/B/A Integrated Financial
    Gibson, OK
Other Businesses

[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]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-11
S63 Uniform Securities Agent State Law Examination 2019-05-13
  • S65 Uniform Investment Adviser Law Examination
    2025-02-11
  • S63 Uniform Securities Agent State Law Examination
    2019-05-13
Other Names
  • Trevor L Fridell
  • Trevor Lewis Fridell
  • Trevor L Fridell
  • Trevor L Fridell

View on SEC IAPD

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