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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-14 |
Branch Locations
7000 Houston Road Building 100, Suite 13, Florence, KY 41042 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 05/1999 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 01/2005 | 03/2019 |
| Woodbury Financial Services, Inc. | Florence | KY | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Florence | KY | 01/2024 | 08/2025 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | Present |
1. Insurance Agent - Outside Fixed Insurance Sales.2. Millson/Walker Investments, Inc. - Vice President of S. Corp. established to transfer commissions to from sales of investment and insurance products. Located in: Florence, KY, Start Date: 10/2007. Approx. 20 hours per month.3. Millwalk Properties, LLC - Member, Property Management for two office locations in Florence, KY. Start Date: 12/2011. Approx. 4 hours per month. Not investment-related.4. Tax Preparation - Co-Owner. Located in: Florence, KY. Start Date: 01/2007. Approx. 20-40 hours per month. Not investment-related.5. Millson/Walker Financial Group, LTD. - Vice-President; business entity for DBA name.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-06-11 |
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