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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-13 |
| OR | RA | APPROVED | 2024-01-08 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
6500 S Macadam Avenue Suite 125, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jimmy Johns | Canby | OR | 05/2017 | 10/2017 |
| Northwestern Mutual | Lake Oswego | OR | 05/2021 | 08/2021 |
| Pacsun | Portland | OR | 07/2019 | 01/2020 |
| Bullwinkles | Wilsonville | OR | 04/2018 | 08/2018 |
| Fidelity Investments | Vancouver | WA | 03/2023 | 11/2023 |
| Preceision Countertops | Wilsonville | OR | 08/2018 | 08/2018 |
| Alpha Phi Beta Upsilon Chapter | Corvallis | OR | 11/2018 | 03/2020 |
| Pizza Hut | Corvallis | OR | 09/2020 | 11/2020 |
| Canby High School | Canby | OR | 09/2014 | 06/2018 |
| Oregon State University | Corvallis | OR | 09/2018 | 06/2022 |
| Unemployed | Corvallis | OR | 08/2021 | 03/2023 |
| Unemployed | Corvallis | OR | 03/2020 | 09/2020 |
| Unemployed | Canby | OR | 10/2017 | 04/2018 |
| Unemployed | Corvallis | OR | 11/2020 | 05/2021 |
| Unemployed | Canby | OR | 03/2013 | 05/2017 |
| Voya Financial Advisors | Portland | OR | 11/2023 | Present |
| Lewis-Stefani Group | Portland | OR | 11/2023 | Present |
| Lewis-Stefani Group | Portland | OR | 11/2023 | Present |
VB WINDOWS POSITION: Independent Contractor NATURE: Blind and drape installation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 165 se 15th Place, Canby OR 97013, United States DESCRIPTION: Visit client homes to measure and install custom drapes and blinds. LEWIS-STEFANI GROUP POSITION: Registered Representative NATURE: (When completed licensing)Working with employees of the City of Portland and Multnomah County on financial plans and saving for retirement. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/09/2023 ADDRESS: 6500 S Macadam Ave Ste 125, Portland OR 97239, United States DESCRIPTION: Meeting with clients, going over financial plans, talking about deferred compensation, and future goals. WADE BREWER POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2024 ADDRESS: 6500 S Macadam Ave Ste 125, Portland OR 97239, United States DESCRIPTION: Sales of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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