Dana Avery Westenhaver

Current Employers

Employment History

• 04/2012 → Present
  Jw Cole Financial
  Tualatin, OR
• 04/2012 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2009-09-14 → 2012-04-23
  Osaic Fa, Inc.
  Tualatin, OR
• 2007-10-03 → 2009-09-09
  Insphere Securities, Inc.
  Spokane, WA
  Portland, OR
  Portland, OR
  Lake Oswego, OR
  Salt Lake City, UT
• 2007-07-31 → 2007-10-03
  Allegis Advisors, Inc.
  Salt Lake City, UT

Other Businesses

1)CASCADE FINANCIAL ADVOCATES, 880 Foothill Court, Suite 104, Keizer, OR 97303. CATEGORY: INSURANCE, INVESTMENT-RELATED TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, & TRADITIONAL LIFE INSURANCE; & FIXED & EQUITY-INDEXED ANNUITIES. START: 10/01/02, 40-60 HPM ALL DURING TRADING HOURS. 2)WATKINS INVESTMENTS, LLC, 9845 SW IOWA DR., TUALATIN, OR 97062 CATEGORY: LEGAL ENTITY/LLC INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MANAGE PERSONAL INVESTMENT ASSETS THROUGH THIS ENTITY. START DATE: 03/15/04 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2006-03-08