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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-16 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
210 West 8Th St, Medford, OR 97501 • United States
116 Ne Manzanita Avenue, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Medford | OR | 05/2011 | 08/2017 |
| Voya Financial Advisors | Medford | OR | 09/2014 | 06/2024 |
| Lewis Stefani Group | Portland | OR | 04/2024 | 06/2024 |
| United Planners | Scottsdale | AZ | 06/2024 | Present |
| Rental Property | Medford | OR | 04/2018 | Present |
| Legal Guardian Per Oregon Dhs | Medford | OR | 04/2021 | Present |
| Poshmark | Medford | OR | 05/2021 | Present |
| Books Of Hope | Medford | OR | 11/2023 | Present |
| Etsy | Medford | OR | 04/2018 | Present |
| Magen L Fong | Medford | OR | 08/2020 | Present |
| Oregon Hb4086 Committee | Medford | OR | 02/2025 | 07/2025 |
| Amazon Sales | Medford | OR | 02/2025 | 06/2026 |
1.) RENTAL PROPERTY - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MEDFORD, OR - SINCE 04/2018 - NOT INVESTMENT RELATED 2.) BOOKS OF HOPE - KINDLE DIRECT PUBLISHING USER - BOOK SALES - MEDFORD, OR - SINCE 11/2023 - NOT INVESTMENT RELATED 3.) LEGAL GUARDIAN PER OREGON DHS - LEGAL GUARDIAN - LEGAL GUARDIAN FOR CHILDREN - MEDFORD, OR - SINCE 04/2021 - NOT INVESTMENT RELATED 4.) POSHMARK - SELLER - ONLINE CLOTHING SALES - MEDFORD, OR - SINCE 05/2021 - NOT INVESTMENT RELATED 5.) OREGON GUARDIANSHIP AND CONSERVATORSHIP - GUARDIAN/CONSERVATOR - GUARDIANSHIP/CONSERVATORSHIP - MEDFORD, OR - SINCE 10/2023 - INVESTMENT RELATED 6.) THE THELANDER TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - MEDFORD, OR - SINCE 05/2021 - NOT INVESTMENT RELATED 7.) MAGEN L FONG - INSURANCE AGENT - NON-VARIABLE INSURANCE - MEDFORD, OR - SINCE 08/2020 - INVESTMENT RELATED 8.) OREGON PACIFIC FINANCIAL ADVISORS - FINANCIAL ADVISOR/INVESTMENT ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - MEDFORD, OR - SINCE 07/2024 - INVESTMENT RELATED 9.) ETSY - SELLER - ONLINE SALES - MEDFORD, OR - SINCE 04/2018 - NOT INVESTMENT RELATED 10.) DAVE RAMSEY FINANCIAL PEACE UNIVERSITY - CLASS FACILITATOR - FINANCIAL PEACE CLASS FACILITATOR - MEDFORD, OR - SINCE 03/2025 - NOT INVESTMENT RELATED 11.) SOCIAL MEDIA UPDATES - SOCIAL MEDIA DELEGATE - UPDATED SOCIAL MEDIA PAGE FOR KARATE DOJO - ASHLAND, OR - SINCE 06/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-14 |
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