Alex Mashak

Equitable Advisors, LLC

Black River Falls, WI

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Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-09-01
WI	RA	APPROVED	2022-03-14

TX RA
APPROVED

Since 2023-09-01
WI RA
APPROVED

Since 2022-03-14

Branch Locations

2511 Main Street E Suite 102, Onalaska, WI 54650 • United States

400 Harrison Street, Black River Falls, WI 54615 • 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
Equitable Advisors, Llc	New York	NY	08/2021	Present
Edgar School District	Edgar	WI	09/2019	Present
Merrill Area Public Schools	Merrill	WI	08/2019	07/2021
Edgar School District	Edgar	WI	11/2017	08/2019
Auburndale School District	Auburndale	WI	07/2014	11/2017

08/2021 → Present

Equitable Advisors, Llc

New York, NY
09/2019 → Present

Edgar School District

Edgar, WI
08/2019 → 07/2021

Merrill Area Public Schools

Merrill, WI
11/2017 → 08/2019

Edgar School District

Edgar, WI
07/2014 → 11/2017

Auburndale School District

Auburndale, WI

Other Businesses

DBA - Anderson Financial - AFG Wealth Management; Administrator or executor of an estate or trustee of a trust for a non-family or family member

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-10
S63	Uniform Securities Agent State Law Examination	2021-12-28

S65 Uniform Investment Adviser Law Examination

2022-03-10
S63 Uniform Securities Agent State Law Examination

2021-12-28

View on SEC IAPD

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