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Details for STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Organization Details
Name
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC 
Address
15495 SEQUOIA PKWY SUITE 150 PORTLAND, OR 97224 
Business Phone
(971) 371-7800 
Internet
www.umpquainvestments.com  
Email
ginny.davis@stewardpartnersis.com  
Status
Active 
Issue Date
Mar 09, 2022 
Service of Process

,
License Status Expires Number
Non-Resident Producer Org. Active Feb 29, 2024 765708
Accident and Hlth or Sickness Active Issued: Sep 26, 2022
Life Active Issued: Feb 14, 2020
Variable Life/Variable Annuity Active Issued: Feb 14, 2020

Please Note

Although the agency title producer has an active license, the agency is not authorized to do title insurance business at this time, because the agency is not currently affiliated with a title insurance company.

Agents City State License Number Active Date
WINTERBOURNE JEANI T LAKE OSWEGO OR 762743 Sep 26, 2022
WINTERBOURNE JEANI T LAKE OSWEGO OR 762743 Mar 09, 2022
Company Affiliations City State Type Active Date
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA MINNEAPOLIS MN Life Jun 02, 2022
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA MINNEAPOLIS MN Variable Life/Variable Annuity Jun 13, 2022
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY WEST DES MOINES IA Life Aug 10, 2022
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA JERSEY CITY NJ Life May 27, 2022
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA JERSEY CITY NJ Variable Life/Variable Annuity May 27, 2022
JACKSON NATIONAL LIFE INSURANCE COMPANY LANSING MI Variable Life/Variable Annuity Jun 09, 2022
MIDLAND NATIONAL LIFE INSURANCE COMPANY WEST DES MOINES IA Variable Life/Variable Annuity Sep 01, 2022
MIDLAND NATIONAL LIFE INSURANCE COMPANY WEST DES MOINES IA Life Sep 01, 2022
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY COLUMBUS OH Variable Life/Variable Annuity Jun 06, 2022
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY COLUMBUS OH Life Jun 06, 2022
NATIONWIDE LIFE INSURANCE COMPANY COLUMBUS OH Variable Life/Variable Annuity Jun 06, 2022
NATIONWIDE LIFE INSURANCE COMPANY COLUMBUS OH Life Jun 06, 2022
NEW YORK LIFE INSURANCE & ANNUITY CORP NEW YORK NY Variable Life/Variable Annuity Nov 17, 2022
NEW YORK LIFE INSURANCE & ANNUITY CORP NEW YORK NY Life Nov 17, 2022
PACIFIC LIFE INSURANCE COMPANY NEWPORT BEACH CA Variable Life/Variable Annuity Jun 01, 2022
PACIFIC LIFE INSURANCE COMPANY NEWPORT BEACH CA Life Jun 01, 2022
PRUCO LIFE INSURANCE COMPANY NEWARK NJ Life Jul 06, 2022
PRUCO LIFE INSURANCE COMPANY NEWARK NJ Variable Life/Variable Annuity Jul 07, 2022
Alias Name Status
BLAKELY, STRAND & WILLIAMS INC Active
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC Active
STRAND, ATKINSON, WILLIAMS & YORK INC Active
UMPQUA ASSIST Active
UMPQUA INVESTMENTS INC Active
UMPQUA WEALTH ADVISORY Active