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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED_RES | 2020-05-01 |
| OR | RA | APPROVED | 2011-01-03 |
Branch Locations
6500 S Macadam Avenue Suite 125, Portland, OR 97239 • United States
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Portland | OR | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5331 SW MACADAM AVE STE 207; PORTLAND; OR; 97239; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/3/2013; 10; 0; SALE OF FIXED INSURANCE PRODUCTS| NAME OF ENTITY: Scott Wilson LLC; No; 5331 SW MACADAM AVE STE 365; PORTLAND; OR; 97239; DBA; Owner; 6/1/2011; 160; 160; DBA to pay bills| NAME OF ENTITY: Lewis Stefani Group; Yes; 5331 SW Macadam Ave, Suite 207; Portland; OR; 97239; FINANCIAL SERVICES/DBA; Financial Advisor; 3/11/2021; 20; 20; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-26 |
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