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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-12 |
| NY | RA | APPROVED | 2025-05-15 |
| OR | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-19 |
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