Brian Michael Levitan

Current Employers

Employment History

• 06/2001 → Present
  Wfgia
  Alpharetta, GA
• 03/2017 → Present
  Transamerica Financial Advisors
  Alpharetta, GA
• 10/2016 → 03/2017
  Bay Equity Llc
  Plainfield, IL
• 07/2013 → 08/2026
  Real Estate Institute
  Niles, IL
• 07/2015 → 10/2016
  Homebridge Financial Services
  Oakbrook Terrace, IL
• 06/2013 → 09/2019
  Brian Levitan
  Vernon Hills, IL
• 06/2017 → 09/2019
  Lyft
  San Francisco, CA
• 03/2017 → 03/2018
  Pacific Union Financial, Llc
  Irving, TX
• 09/2018 → 06/2019
  Inland Home Mortgage
  Geneva, IL
• 10/2019 → 09/2023
  Transformation Financial Inc
  Alpharetta, GA
• 03/2020 → 08/2023
  Home Town Mortgage
  Alpharetta, GA
• 01/2022 → 08/2026
  Clearwater Benefits
  Austin, TX
• 03/2023 → Present
  Bml Property Services, Llc.
  Suwanee, GA
• 09/2023 → Present
  Cam Fin Llc
  Milton, GA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). BML PROPERTY SERVICES, LLC. POSITION: Owner NATURE: Handyman Services INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2023 ADDRESS: 918 Summer Forest Dr, Suwanee GA 30024, United States DESCRIPTION: Handyman services for family estate and rental properties CAM FIN LLC POSITION: Executive Assistant NATURE: Financial INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/15/2023 ADDRESS: 1865 Bethany Way, Milton GA 30004, United States DESCRIPTION: Administrative support for WFG Exec Chairman Cam Levitan. Calling clients, running reports, general office duties. This was same role under TFI previously. Cam Fin LLC is just an entity solely owner by Cam Levitan for purposes of running expenses through for tax purposes. No business is conducted using the Cam Fin name for marketing or co-branding in WFG.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-21
• S63 Uniform Securities Agent State Law Examination
  2017-07-11