Whitney Light Bania

Current Employers

Employment History

• 05/2026 → Present
  The Wealthgarden F.S. Llc
  El Segundo, CA
• 04/2018 → 09/2022
  Benefis Health System
  Great Falls, MT
• 12/2009 → 02/2018
  The Bar Method
  Newport Coast, CA
• 09/2022 → 01/2023
  N/A
  Fresno, CA
• 01/2023 → 05/2026
  Stifel, Nicolaus & Company, Incorporated
  Fresno, CA

Previous Registrations

• 2023-04-11 → 2026-06-17
  Stifel, Nicolaus & Company, Incorporated
  Fresno, CA
• 2006-08-21 → 2007-11-27
  Stone & Youngberg Llc
  San Francisco, CA
  San Francisco, CA
• 2007-03-21 → 2007-11-27
  S & Y Asset Management Llc
  San Francisco, CA

Other Businesses

1. Self Employed Life Insurance Agent. Yes. 1730 E. Holly Ave Suite 838, El Segundo, CA 90245. Life insurance, long-term care, annuities, offered to clients as needed. Partner with an outside insurance brokerage. insurance agent, 1099. 6/1/26. 5 hours a month. 5 hours. When discussing incapacity, disability, and or estate planning with our wealth clients, we may recommend a life insurance, long-term care, or income annuity as part of the overall solution, as needed. 2. Financially Ever After LLC dba Cover Your Assets. investment-related. same address. Certified Divorce Financial Analyst (CDFA) consulting business; CDFA. 6/1/26. 20 hours a month. 10 hours a month. analyze divorcing couples' incomes, assets, expenses, and provide reports to help couples negotiate settlement. 3. Temple Beth Israel, Fresno; 6622 N. Maroa Ave. Fresno, CA 93704; TBI is a reform Jewish congregation; Serve on the Board of Directors as Treasurer as of 07/01/2024; Lead Finance Committee and make recommendations to board on organizational budget 5.00hrs/month; Not during securities trading hours; Not Investment-Related. 4. Temple Beth Israel, Fresno; 6622 N. Maroa Ave. Fresno CA 93704; TBI is a reform Jewish congregation; I am serving as a member of the Finance Committee as of 4/16/24; The committee solves for financial issues such as reconciling the books, setting the budget, and solving for budget problems; 04/16/2024; 3.00hrs/month; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2023-04-10
• S65 Uniform Investment Adviser Law Examination
  2006-08-18
• S63 Uniform Securities Agent State Law Examination
  2005-05-18

Other Names

• Whitney Suzanne Light