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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-27 |
Branch Locations
2555 Enterprise Rd. Ste. 6, Clearwater, FL 33761 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp,Inc. | Maimi Lakes | FL | 02/2000 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 05/2008 | 07/2020 |
| Securities America, Inc. | Clearwater | FL | 07/2020 | 04/2021 |
| Securities America Advisors, Inc. | Clearwater | FL | 07/2020 | 04/2021 |
| Christine Halchak | Clearwater | FL | 01/2000 | Present |
| W.J. Voege Financial Services, Inc. | Clearwater | FL | 01/2021 | Present |
| United Planners Financial Services | Scottsdale | AZ | 04/2021 | Present |
| Christine Halchak | Clearwater | FL | 06/2025 | Present |
1.) W.J.VOEGE FINANCIAL SERVICES INC - PRESIDENT & OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - CLEARWATER, FL - SINCE 02/2000 - INVESTMENT RELATED 2.) CHRISTINE HALCHAK - AGENT - NON-VARIABLE INSURANCE - CLEARWATER, FL - SINCE 02/2000 - INVESTMENT RELATED 3.) CHRISTINE HALCHAK - ACCOUNTANT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - CLEARWATER, FL - SINCE 03/2018 - NOT INVESTMENT RELATED 4.) W. J. VOEGE FINANCIAL SERVICES, INC. - PRESIDENT & OWNER - ENTITY PASS THROUGH - CLEARWATER, FL - SINCE 02/2000 - NOT INVESTMENT RELATED 5.) CHRISTINE HALCHAK - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CLEARWATER, FL - SINCE 06/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-16 |
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