Evan S. Beller

BLAYLOCK VAN

Oakland, CA 94612

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CRD#: 2511440

Professional summary

Evan Scott Beller, who also goes by Evan Beller, is a registered financial professional currently at BLAYLOCK VAN, LLC located in Oakland, California.

Evan is registered as a RR (Registered Representative) and started their career in finance in 1994. Evan has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Evan Beller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Evan Scott Beller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2024 - Present

BLAYLOCK VAN, LLC

Office #1: 350 Frank H. Ogawa Plaza 10th Floor, Oakland, CA, 94612

CRD#: 145317

Oakland, CA

Past

April 1, 1998 - May 6, 2024

ACCESS SECURITIES, LLC

CRD#: 22455

STAMFORD, CT

Past

September 24, 1997 - February 26, 1998

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

February 12, 1997 - August 28, 1997

TRIMERICA SECURITIES INC

CRD#: 40651

JERICHO, NY

Past

July 26, 1994 - January 13, 1997

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

CRD#: 3466

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/30/2024)

New York
(5/3/2024)

Texas
(8/30/2024)

Utah
(10/16/2025)

Exams

State Security Law Exam

Series 63

Date: 10/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 4/12/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/11/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/25/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BLAYLOCK VAN, LLC

BLAYLOCK BEAL VAN, LLC | BLAYLOCK VAN, LLC | BLAYLOCK ROBERT VAN, LLC

CRD#: 145317 / SEC#: 801-69136, 8-67721

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

600 Lexington Avenue 10th Floor, Oakland, CA 94612

Mailing Address

600 Lexington Avenue 3rd Floor, New York, NY 10022

Phone number

(212) 715-6600

Established

California since 03/26/2007

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (36 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
ROBERT VAN SECURITIES, INC	SOLE VOTING MEMBER
BLAYLOCK & COMPANY, INC	NON-VOTING MEMBER
CIULLA, ALEXANDER JOHN	FINOP, CFO, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER	2635660
HOUGH, JERVIS BENNETT	BD CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER	4291302
KALISPEL TRIBAL ECONOMIC AUTHORITY	NON-VOTING MEMBER
SEAPORT GLOBAL SECURITIES LLC	SHAREHOLDER	116270
STANDIFER, ERIC VAN	MANAGER; CEO; GSP; MSP	1025776

Disclosures

Regulatory Event

Red Flags

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Evan S. Beller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Evan Scott Beller's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACCESS SECURITIES, LLC

CIBC WORLD MARKETS CORP.

TRIMERICA SECURITIES INC

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/15/1994

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 4/12/2000

Series 7

Date: 6/11/1994

Series 24

Date: 6/25/2018

FINRA

Current Firm

BLAYLOCK VAN, LLC

Contact information

FINRA licenses (36 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

BLAYLOCK VAN, LLC

TRUST BUT VERIFY

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