Best Investors Account Sign in
Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-01
OR RA APPROVED 2016-08-04
  • TX RA
    APPROVED_RES
    Since 2024-07-01
  • OR RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors, Inc. Medford CA 02/2016 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-15
  • S66 Uniform Combined State Law Examination
    2016-06-15
Other Names
  • Jacob Brown

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Medford, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor