Gerald Lee Kane

Current Employers

Employment History

• 01/1994 → Present
  Law Offices Of Gerald L. Kane
  Encino, CA
• 02/2013 → 05/2018
  Cssc Brokerage Services, Inc.
  Encino, CA
• 05/2018 → 09/2019
  Enlighten Finance Llc
  Encino, CA
• 03/2019 → 04/2019
  Southern California National Academy Of Elder Law Attorney Board
  Vienna, VA
• 06/2019 → Present
  Wfgia
  Boise, ID
• 10/2019 → Present
  Transamerica Financial Advisors
  Boise, ID
• 02/2020 → Present
  Blue Shield Of California
  Chico, CA
• 08/2020 → Present
  Student Optimum Services
  Glendale, CA
• 01/2020 → 06/2025
  Intervivos, Pllc
  Encino, CA
• 07/2020 → 03/2022
  Debtmerica
  Santa Ana, CA
• 08/2021 → Present
  Wfg Direct
  Blackfoot, ID
• 10/2019 → Present
  Virtuity Financial Partners
  San Diego, CA
• 04/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 09/2024 → Present
  Estate Plans Usa, Apc
  Encino, CA

Previous Registrations

• 2018-05-07 → 2019-10-28
  Enlightened Finance Llc
  Encino, CA
• 2014-02-11 → 2018-09-04
  Trustee Empowerment & Protection, Inc.
  Encino, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LAW OFFICE OF GERALD L KANE APLC, NON INVESTMENT RELATED, 16255 VENTURA BLVD #510 ENCINO CA 91436, ESTATE AND ELDER LAW PRACTICE, PRESIDENT, 8/1/94, 160 HRS/MONTH, LEGAL SERVICES BLUE SHIELD OF CALIFORNIA/ emp dates: 0220 TO PRESENT/ INVESTMENT RELATED: NO /address: PO BOX 272540 CHICO, CA 95927-2540/ position: AGENT / nature of business: HEALTH INSURANCE/hrs work monthly: .01/Sec trading hrs: 1/ duties: WRITING HEALTH INSURANCE BUSINESS Student Optimum Services / 0820-Present/Investment Related: No / 1160 N. Central Avenue, Suite 209 Glendale, CA 91202 / Referral Partner / Debt Reduction / Hrs Work Monthly: 1 / Sec Trading Hrs: 1 / Sending Referrals VIRTUITY FINANCIAL PARTNERS POSITION: null NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 10/28/2019 ADDRESS: 5151 Shoreham Place, Suite 270, San Diego CA 92122, United States DESCRIPTION: WFG Co-Brand INHERITGUARD, LLC \ POSITION: Managing Member NATURE: Marketing Services INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2024 \ ADDRESS: 30 N Gould St, Suite $, Sheridan WY 82801\ DESCRIPTION: Oversee Operations, Weekly Staff meetings ESTATE PLANS USA, APC POSITION: Attorney/Owner NATURE: Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 09/26/2024 ADDRESS: 16255 Ventura Blvd, Suite 510, Encino CA 91436, United States DESCRIPTION: Assisting clients to prepare Estate Plans

Exams

• S66 Uniform Combined State Law Examination
  2014-02-10
• S63 Uniform Securities Agent State Law Examination
  1997-01-16

Other Names

• Gerry Kane