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Barry Stephen Millson

Equitable Advisors, LLC

Florence, KY

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-08-14
  • KY RA
    APPROVED
    Since 2025-08-14

Branch Locations

7000 Houston Road Building 100, Suite 13, Florence, KY 41042 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 05/1999 03/2019
Questar Asset Management Minneapolis MN 10/2008 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
  • 05/1999 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 10/2008 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Florence, KY
  • 01/2024 → 08/2025
    Florence, KY
  • 08/2025 → Present
    New York, NY
Previous Registrations
  • 2024-01-19 → 2025-08-07
    Florence, KY
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Florence, KY
  • 2008-10-07 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Florence, KY
  • 2004-02-20 → 2005-12-31
    Questar Capital Corporation
    Florence, KY
    Florence, KY
    Minneapolis, MN
Other Businesses

1. Insurance Agent - Outside Fixed Insurance Sales. 2. Executor, Administrator, and POA for immediate family. 3. Trustee for self. 4. President of Houston Office Condominium Counsel, Inc. (HOA); Located in: Florence, KY. Start date: 02/2012. Approx. 4 hours per month. Not investment-related. 5. Millson/Walker Investments, Inc. - President/Owner 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. 6. Millwalk Properties, LLC - Member, Property Management for wo office locations: in Florence, KY. Start Date: 12/2011. Approx. 4 hours per month. Not investment-related. 7. Tax Preparation - co-owner. Located in: Florence, KY. Start date: 01/2007. Approx. 20-40 hours per month. Not investment-related. 8. Millson/Walker Financial Group, LTD. - President; business entity for DBA name.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-19
S63 Uniform Securities Agent State Law Examination 1984-06-08
  • S65 Uniform Investment Adviser Law Examination
    1996-12-19
  • S63 Uniform Securities Agent State Law Examination
    1984-06-08
Designations

View on SEC IAPD

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