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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-12 |
Branch Locations
515 Marin Street Suite 408, Thousand Oaks, CA 91360 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Thousand Oaks | CA | 06/2017 | Present |
| Wfgia | Thousand Oaks | CA | 05/2015 | Present |
| Vsolvit, Llc | Ventura | CA | 05/2015 | 05/2018 |
| Lyft | San Francisco | CA | 11/2018 | 05/2025 |
| Belanger Financial Services | Ventura | CA | 01/2024 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc BELANGER FINANCIAL SERVICES POSITION: Proprietor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 10393 Del Norte Rd, Apt 216, Ventura CA 93004, United States DESCRIPTION: Presenting knowledge of finance to clients and supporting their financial needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-15 |
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