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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 02/2016 | 01/2017 |
| Hbw Advisory Services Llc | Simi Valley | CA | 07/2016 | 01/2017 |
| Founders Financial Securities Llc | Towson | MD | 01/2017 | Present |
| Voyager Wealth Management | Oregon City | OR | 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 HRS DURING TRADING; FINANCIAL ADVISOR; PROVIDING FINANCIAL ADVICE & INVESTMENT PRODUCTS 2) LIFE BROKERAGE; INVESTMENT RELATED; 516 HIGH STREET OREGON CITY, OR 97045; 15 HRS PER MONTH; 15 HRS DURING TRADING; LIFE INSURANCE AGENT; SALES OF LIFE INSURANCE & FIXED ANNUITIES 3) MEDICARE SALES; INVESTMENT RELATED; START DATE: 07/2016; 0 HRS PER MONTH; 0 HRS DURING TRADING; INDEPENDENT SALES AGENT; RESIDUAL COMMISSIONS FROM MEDICARE PLANS. 4)VW Man LLC, Non-Investment Related, Address: Private residence in OR, Hours Per Month: 1; Hours During Trading: 0, Start Date: 6/1/2024, Position: Owner, Duties: This is just to structure income flows through an LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-30 |
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