Brian Joseph Belcastro

Employer firm

The $ Coach, LLC CRD 159557

$172.9K regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars
GENERAL BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

The $ Coach, Llc

El Dorado Hills, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2012-01-06

CA RA
APPROVED

Since 2012-01-06

Branch Locations

El Dorado Hills, CA • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The $ Coach, Llc	El Dorado Hills	CA	10/2011	Present

10/2011 → Present

The $ Coach, Llc

El Dorado Hills, CA

Previous Registrations

2011-03-03 → 2011-11-08

Wells Fargo Clearing Services, Llc

Roseville, CA

Placerville, CA

Roseville, CA

El Dorado Hills, CA
2005-06-22 → 2007-09-20

Raymond James Financial Services, Inc.

Sacramento, CA

Sacramento, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-02-27

S66 Uniform Combined State Law Examination

1999-02-27

Other Names

Brian J Belcastro

View on SEC IAPD