Brenda Simson

Current Employers

Employment History

• 08/2024 → 06/2026
  Transamerica Financial Advisors, Inc
  Alviso, CA
• 02/2024 → 06/2026
  World Financial Group, Inc.
  Alviso, CA
• 06/2013 → 03/2024
  Visa Inc.
  Foster City, CA
• 10/2025 → Present
  Blackpoint Insurance
  Novato, CA
• 06/2026 → Present
  Founders Financial Securities Llc
  Towson, MD
• 06/2026 → Present
  Voyager Wealth Management Llc
  Oregon City, OR

Previous Registrations

• 2025-07-21 → 2026-06-29
  Transamerica Financial Advisors, Llc
  Alviso, CA

Other Businesses

1. Residential condo rental or second home, Investment related, San Francisco, CA, POSITION: Owner/Borrower, NATURE: rental of one residential unit in a high-rise condo building: 0 hours/month, 0 hours/month during securities hours, STARTED: 08/26/2019, DESCRIPTION: Rental unit, but currently occupied by daughter 2. Valencia Orpiano LLC, Investment related, San Leandro, CA, POSITION: Co-owner with two siblings of inherited rental property, NATURE: inherited residential rental single family home from parents, 1 hour/month, 0 hours/month during securities hours, STARTED: 7/08/2022, DESCRIPTION: Rental home, maintains property and contracts for repairs when needed 3. Immediate family (siblings) inherited assets, Investment related, San Francisco, CA, POSITION: Without compensation, Fiduciary role following parents' passing and distribution of inherited assets; Consults and/or places trades. 6 hours/month, 1 hour/month during securities hours, STARTED: April 2025, DESCRIPTION: Inherited investments (i.e. IRA, 529, other taxable investments) currently held at same broker-dealer custodian before parents' passing.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-19

Other Names

• Brenda O. Valencia
• Brenda Valencia Simson