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Advisor at LIBERTY FINANCIAL GROUP, INC.
ELM GROVE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LIBERTY FINANCIAL GROUP, INC. | Independent wealth | Sep 15, 2025 | n/a | yes | ELM GROVE, WI | Current employment |
| VOYAGER CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jan 27, 2020 | Mar 1, 2021 | no | LAKE GENEVA, WI | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 8, 2019 | Apr 10, 2019 | no | LAKE GENEVA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOYAGER CAPITAL MANAGEMENT, LLC | LIBERTY FINANCIAL GROUP, INC. | Mar 1, 2021 | Sep 15, 2025 | 1,659 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | VOYAGER CAPITAL MANAGEMENT, LLC | Apr 10, 2019 | Jan 27, 2020 | 292 | Firm change | Ibd to RIA |