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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| WI | RA | APPROVED | 2024-01-31 |
Branch Locations
110 Packerland Dr. Suite C3, Green Bay, WI 54303 • United States
340 North Wisconsin St, De Pere, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2002 | 01/2024 |
| Equitable Advisors, Llc | New York | NY | 01/2024 | Present |
1) Independent Agent - outside fixed insurance 2) Alpha Asset Strategies, LLC - (owner) operating expenses source for staff payroll. 110 Packerland Dr. Ste C3 Green Bay, WI 54303 DBA Voyaguer Financial LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-19 |
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