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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-01 |
| OR | RA | APPROVED | 2016-08-04 |
Branch Locations
724 S Central Ave Suite 115, Medford, OR 97501 • 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, Inc. | Medford | CA | 02/2016 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 10 CRATER LAKE AVE STE 13; MEDFORD; OR; 97504; Fixed Insurance sales; Independent Insurance Agent; 2/1/2016; 20; 20; Sale of fixed insurance products.| NAME OF ENTITY:Thelander Trust; No; 10 CRATER LAKE AVE; MEDFORD; OR; 97504; Trust established for my wife and myself.; Trustee; 7/19/2019; 0; 0; Help to determine which assets will be put into trust and how the trust will distribute them.| NAME OF ENTITY:Crypto; No; 450 CHARLOTTE ANN RD; MEDFORD; OR; 97501; Cryptocurrency block chain mining using various electronic devices.; None; 6/9/2021; 1; 0; Setting up and maintaining electronic devices for the purpose of cryptocurrency mining.| NAME OF ENTITY:430 Rental Property; No; 450 CHARLOTTE ANN RD; MEDFORD; OR; 97501; Rental property; Trustee; 11/1/2021; 1; 0; To make decisions about rental property as necessary. Property will be managed by rental management company.| BROWN FINANCIAL ADVISORS LLC. POSITION: Member NATURE: LLC will be established for S-Corp tax treatment of income. This LLC will not be used as a DBA. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 724 S Cental Ave, Suite 115, Medford OR 97501, United States DESCRIPTION: No duties required as the entity is only for tax purposes after entity is established.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-15 |
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