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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| OR | RA | APPROVED | 2017-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Securities Llc | Simi Valley | CA | 01/2006 | 01/2017 |
| Hbw Insurance & Financial Services, Inc. | Simi Valley | CA | 01/2017 | 01/2017 |
| Hbw Advisory Services Llc | Simi Valley | CA | 05/2011 | 01/2017 |
| Voyager Wealth Management | Oregon City | OR | 01/2017 | Present |
| Founders Financial Securities, Llc | Towson | MD | 01/2017 | Present |
1) VOYAGER WEALTH MANAGEMENT; INVESTMENT RELATED; 516 HIGH STREET OREGON CITY, OR 97045; START DATE: 01/01/2016; 160 HRS PER MONTH; 80 DURING TRADING; INVESTMENT ADVISOR REPRESENTATIVE AND INSURANCE SALES: PROVIDE FINANCIAL ADVICE AND INFORMATION REGARDING INVESTMENT PRODUCTS 2) LIFE BROKERAGE: INVESTMENT RELATED; 516 HIGH STREET, OREGON CITY, OR 97045 START DATE: 1/1/2019; 5 HRS PER MONTH; 5 HRS DURING TRADING; INSURANCE SALES; LIFE INSURANCE AGENT & SUPERVISOR, OCCASSIONAL FIXED ANNUITIES 3) THE VOYAGER GROUP LLC; NOT INVESTMENT RELATED; START DATE: 10/3/2019; 2 HRS PER MONTH; 0 HRS DURING TRADING; OWNER; MANAGING PROPERTY AND LEASING OCCUPANTS 4) RENTAL PROPERTY; NOT INVESTMENT RELATED; 5625 SE FLAVEL ST, PORTLAND OR 97206; START DATE: 10/2012; 1 HR PER MONTH; 1 HR DURING TRADING; CO-OWNER; RESIDENTAL RENTAL HOUSES; MANAGE TENANTS & COORDINATE REPAIRS AS NECESSARY 5) SES 393 LLC: Saint George UT; Start Date: 1/2025 PROPERTY MANAGER; 0 HRS PER MONTH; 0 HRS DURING TRADING; CO-OWNING , MANAGING, MAINTAINING RESIDENTAL RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-18 |
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