Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
| AZ | RA | APPROVED | 2024-12-12 |
| OR | RA | APPROVED | 2017-08-08 |
Branch Locations
6500 S Macadam Avenue Suite 125, Portland, OR 97239 • United States
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
7337 E Doubletree Ranch Rd, Suite 100, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Portland | OR | 05/2015 | Present |
NAME OF ENTITY:WATER TOWER FINANCIAL; Yes; 5331 SW MACADAM AVE STE 365; PORTLAND; OR; 97239; FINANCIAL SERVICES/DBA; INVESTMENT ADVISOR; 5/15/2015; 160; 160; SALE OF SECURITIES AND INVESTMENT PRODUCTS.| INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2021 ADDRESS: 6500 SOUTH MACADAM AVENUE #SUITE 125, PORTLAND OR 97239, United States DESCRIPTION: Sales of fixed insurance products. LEWIS-STEFANI GROUP POSITION: FINANICAL ADVISOR NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/06/2018 ADDRESS: 6500 SOUTH MACADAM AVENUE #SUITE 125, PORTLAND OR 97239, United States DESCRIPTION: Completing financial / PERS ANALYSIS for clients. Forecast income streams and expenses for clients, review account asset allocation DEPNER FINANCIAL SERVICES LLC POSITION: OWNER NATURE: OWNER OF AN S-CORP CREATED TO START PAYROLL TO MYSELF INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2024 ADDRESS: 6500 SOUTH MACADAM AVENUE #SUITE 125, Portland, OR OR 97239, United States DESCRIPTION: RUN PAYROLL, PAY TAXES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-25 |
Reach out to this advisor