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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-15 |
| OR | RA | APPROVED | 2011-01-03 |
Branch Locations
6500 S Macadam Avenue Suite 125, Portland, OR 97239 • United States
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Portland | OR | 09/2014 | Present |
| Lewis Stefani Group | Portland | OR | 02/2015 | Present |
NAME OF ENTITY:Christmas for Kids Foundation; No; 201 NE Park Plaza Dr Ste 293; Vancouver; WA; 98684; Non-Profit Organization; Vice president; 1/1/1990; 8; 8; charity providing clothing for underpriveleged children|NAME OF ENTITY:MELINDA LEWIS NOTARY; No; 5331 SW Macadam Ave. Suite 207; PORTLAND; OR; 97239; NOTARY PUBLIC; NOTARY; 8/10/2010; 1; 1; NOTARIZE DOCUMENTS AS NEEDED|NAME OF ENTITY:Lewis Stefani Group; Yes; 5331 SW Macadam Ave., Suite 207; PORTLAND; OR; 97239; Financial Services/DBA; Financial Advisor; 2/9/2015; 160; 160; Sale of Insurance, Securities and Investment Products.|NAME OF ENTITY: Independent Insurance Agent; Yes; 5331 SW Macadam Ave Suite 207; PORTLAND; OR; 97201; Fixed Insurance Sales; Independent Insurance Agent; 10/1/2009; 4; 4; Sales of fixed insurance products|NAME OF ENTITY:Depner Lewis Financial Services, LLC.; No; 5331 Macadam Ave, Suite 207; Portland; OR; 97239; LLC; Member; 10/1/2019; 4; 4; pay rent and office expenses|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-21 |
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