Willis Jacob Hopson

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-06

TX RA
APPROVED

Since 2023-03-06

Branch Locations

777 S Broadway Ave Ste 100, Tyler,, TX 75701 • 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

Organization	City	State	From	To
Nylife Securities Llc	Tyler	TX	12/2022	Present
New York Life Insurance Company	Tyler	TX	10/2022	Present
Gladstone Investment Group	Lindale	TX	06/2022	09/2022
Upright Construction Llc	Lindale	TX	07/2017	05/2022
Self	Lindale	TX	05/2009	06/2017
Eagle Strategies Llc	Tyler	TX	03/2023	Present
Tkw Financial, Inc. D/B/A Freedom Financial Group	Lindale	TX	09/2023	Present

12/2022 → Present

Nylife Securities Llc

Tyler, TX
10/2022 → Present

New York Life Insurance Company

Tyler, TX
06/2022 → 09/2022

Gladstone Investment Group

Lindale, TX
07/2017 → 05/2022

Upright Construction Llc

Lindale, TX
05/2009 → 06/2017

Self

Lindale, TX
03/2023 → Present

Eagle Strategies Llc

Tyler, TX
09/2023 → Present

Tkw Financial, Inc. D/B/A Freedom Financial Group

Lindale, TX

Other Businesses

[OPERATING UNDER THE DBA NAME OF TKW FINANCIAL, INC. D/B/A FREEDOM FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (LINDALE, TX); START DATE: 09/2023] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 777 S. Broadway, Suite 100, Tyler, Texas 75701; Start Date 11/2024; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Genesis Development Ventures, LLC; Buying land, rentals and holding real estate. Potential development in the future. will move is at 11340 CR 4102, Lindale, Texas 75771,; 215 Brookside Drive, Hideaway, Texas 75771; Start Date 11/2024; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours][WJH Financials, LLC; tax purposes; 211 Hideaway Lane Central, Hideaway, Texas 75771; Start Date 01/2025; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-02

S66 Uniform Combined State Law Examination

2023-03-02