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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-12
NY RA APPROVED 2025-05-15
OR RA APPROVED 2022-08-04
  • TX RA
    APPROVED_RES
    Since 2025-09-12
  • NY RA
    APPROVED
    Since 2025-05-15
  • OR RA
    APPROVED
    Since 2022-08-04

Branch Locations

1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States

6500 S Macadam Avenue Suite 125, Portland, OR 97239 • 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
Randstad (Voya) Portland OR 09/2021 Present
Me Bar Llc Dba Level Lake Oswego OR 03/2020 08/2021
Unemployed / Cared For Grandmother Portland OR 12/2019 03/2020
Moss Adams Llp Portland OR 01/2018 11/2019
University Of Oregon Eugene OR 09/2013 06/2017
Voya Financial Advisors, Inc. Portland OR 10/2021 Present
Unemployed Portland OR 06/2017 01/2018
  • 09/2021 → Present
    Randstad (Voya)
    Portland, OR
  • 03/2020 → 08/2021
    Me Bar Llc Dba Level
    Lake Oswego, OR
  • 12/2019 → 03/2020
    Unemployed / Cared For Grandmother
    Portland, OR
  • 01/2018 → 11/2019
    Moss Adams Llp
    Portland, OR
  • 09/2013 → 06/2017
    University Of Oregon
    Eugene, OR
  • 10/2021 → Present
    Portland, OR
  • 06/2017 → 01/2018
    Unemployed
    Portland, OR
Other Businesses

NAME OF ENTITY:Christmas for Kids Foundation; No; 8645 SW Homewood St; Portland; OR; 97225; Annual fundraiser for basic necessities for families, and ongoing fundraising; Treasurer; 1/1/2018; 2; 0; Monthly financial and donation tracking|NAME OF ENTITY:Christmas for Kids Foundation; No; 8645 SW Homewood St; Portland; OR; 97225; Supply children with donated warm clothes with fundraising year round; Treasurer; 1/1/2018; 2; 0; Monthly financials and donation tracking|NAME OF ENTITY:Lewis-Stefani Group; Yes; 5331 S Macadam Ave #207; Portland; OR; 97239; FINANCIAL SERVICES/DBA; Investment Adviser Representative; 7/14/2022; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS| GREYSEN STEFANI POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 6500 S Macadam Ave, Suite 125, Portland OR 97239, United States DESCRIPTION: Sales of fixed insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-19
  • S66 Uniform Combined State Law Examination
    2022-05-19

View on SEC IAPD

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