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Shareen Marie Balkey

Index Fund Advisors, Inc.

Irvine, CA

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Current Employers
Index Fund Advisors, Inc.

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-03-27
  • CA RA
    APPROVED
    Since 2017-03-27

Branch Locations

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Investors Securities Corporation Los Angeles CA 07/2013 02/2017
Transamerica Retirement Solutions Los Angeles CA 06/2013 02/2017
Index Fund Advisors, Inc. Irvine CA 02/2017 Present
  • 07/2013 → 02/2017
    Transamerica Investors Securities Corporation
    Los Angeles, CA
  • 06/2013 → 02/2017
    Transamerica Retirement Solutions
    Los Angeles, CA
  • 02/2017 → Present
    Index Fund Advisors, Inc.
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-18
S63 Uniform Securities Agent State Law Examination 1999-01-05
  • S65 Uniform Investment Adviser Law Examination
    2017-07-18
  • S63 Uniform Securities Agent State Law Examination
    1999-01-05
Other Names
  • Shareen Shoemakerbalkey
  • Shareen Shoemaker
  • Shareen Marie Shoemaker

View on SEC IAPD

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