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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-03 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-26 |
| WA | RA | APPROVED | 2024-03-25 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Eugene | OR | 09/2014 | 01/2018 |
| Banner Bank | Eagle Point | OR | 01/2018 | 10/2018 |
| Unemployed | Medford | OR | 10/2018 | 04/2019 |
| Valic Financial Advisors, Inc. | Portland | OR | 04/2019 | 09/2023 |
| Agia | Houston | TX | 12/2022 | 09/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 09/2023 | 03/2024 |
| Thrivent Financial | Appleton | WI | 09/2023 | 03/2024 |
| Voya Financial Advisors | Windsor | CT | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-14 |
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