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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-17 |
| OR | RA | APPROVED | 2011-01-03 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
6500 S Macadam Avenue Suite 125, Portland, OR 97239 • United States
Portland, OR • 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, Suite 207; PORTLAND; OR; 97201; Fixed Insurance; Independent Insurance Agent; 4/27/2015; 4; 4; Sale of fixed insurance products.| FRIENDS OF NETARTS BAY WEBS POSITION: Treasurer NATURE: WEBS is a nonprofit that is designed to build a community of environmental stewards around Netarts Bay watershed and the areas between Cape Meares and Cape Lookout. They provide community education and stewardship programs. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: PO Box 152, Netarts OR 97143, United States DESCRIPTION: I will be responsible for reviewing bookkeeping and monthly checking accounts. I will not be doing the bookkeeping, only be reviewing them. Will attend monthly board meetings to go over items.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-20 |
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