Victor Belfiore

Current Employers

Employment History

• 08/2003 → 09/2016
  Scott & Stringfellow, Inc
  San Francisco, CA
• 01/2013 → 09/2016
  Bb&T Securities, Llc
  San Francisco, CA
• 05/2017 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland, CA
• 12/2016 → 05/2017
  Uber
  Martinez, CA
• 12/2016 → 05/2017
  Lyft
  Martinez, CA
• 08/2017 → 01/2018
  Bank Of America, N.A.
  Oakland, CA
• 01/2018 → 11/2018
  Stifel Nicolaus & Co Inc
  San Francisco, CA
• 12/2018 → 11/2020
  Sound West Realty Capital
  Bremerton, WA
• 05/2019 → 11/2020
  Cabin Securities, Inc.
  Overland Park, KS
• 05/2020 → 04/2022
  Pinnacle Capital Securities, Llc
  Silverdale, WA
• 05/2022 → 10/2022
  Wealthforge Securities Llc
  Richmond, VA
• 11/2020 → 07/2023
  Usg Realty Capital
  Silverdale, WA
• 10/2022 → 10/2022
  Coastal Equities, Inc.
  Wilmington, DE
• 10/2022 → 10/2022
  Coastal Investment Advisors, Inc.
  Wilmington, DE
• 01/2023 → 07/2023
  Kcd Financial Inc
  Silverdale, WA
• 09/2023 → 11/2024
  Oz Fund Hub
  Gig Harbor, WA
• 10/2023 → 02/2025
  Cabin Securities, Inc.
  Overland Park, KS
• 11/2024 → 02/2025
  Direct Source Wealth
  Aguadilla, PR
• 02/2025 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2018-01-19 → 2018-11-30
  Stifel, Nicolaus & Company, Incorporated
  San Francisco, CA
• 2017-07-20 → 2018-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-27
• S63 Uniform Securities Agent State Law Examination
  1997-12-30

Other Names

• Vic Belfiore
• Victor Belfiore
• Victor Belfiore