Evan S. Kenebrew

TRANSAMERICA INVESTORS SECURITIES

Denver, CO 80202

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CRD#: 6502240

Professional summary

Evan Stanton Kenebrew, who also goes by Evan Kenebrew, is a registered financial professional currently at TRANSAMERICA INVESTORS SECURITIES, LLC located in Denver, Colorado.

Evan is registered as a RR (Registered Representative) and started their career in finance in 2015. Evan has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Evan Kenebrew

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 Stanton Kenebrew'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

July 14, 2023 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

Office #1: 1801 California St. Suite 5200, Denver, CO 80202

CRD#: 32205

Denver, CO

Past

January 20, 2023 - July 3, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

May 28, 2020 - August 8, 2022

ROBINHOOD FINANCIAL, LLC

CRD#: 165998

Denver, CO

Past

December 9, 2019 - April 29, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

COLORADO SPRINGS, CO

Past

November 27, 2018 - February 13, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

Denver, CO

Past

July 18, 2015 - May 8, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

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

Colorado
(7/17/2023)

Utah
(7/17/2023)

Exams

State Security Law Exam

IAR

Series 66

Date: 3/16/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/24/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRANSAMERICA INVESTORS SECURITIES, LLC

DIVERSIFIED INVESTORS SECURITIES CORP. | TRANSAMERICA INVESTORS SECURITIES, LLC | TRANSAMERICA INVESTORS SECURITIES CORPORATION

CRD#: 32205 / SEC#: , 8-45671

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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Contact information

Main Address

440 Mamaroneck Avenue, Harrison, NY 10528

Mailing Address

440 Mamaroneck Avenue, Harrison, NY 10528

Phone number

(914) 627-3000

Established

Delaware since 12/31/2024

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
TRANSAMERICA RETIREMENT SOLUTIONS, LLC	SHAREHOLDER
CALVI, ENNA MARIA	MANAGER, TREASURER, AND FINANCIAL PRINCIPAL	2373021
HEWITT, JAY ALLEN	MANAGER AND VICE PRESIDENT	1687429
HOLGATE, GREGG WILLIAM	PRESIDENT AND CHAIRMAN OF THE BOARD OF MANAGERS	2818725
POWERS, MARK JUDSON	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	6173588

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Evan S. Kenebrew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Evan Stanton Kenebrew's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

ROBINHOOD FINANCIAL, LLC

USAA FINANCIAL ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2020

Series 63

Date: 8/24/2015

SIE

Date: 5/8/2018

Series 7

Date: 7/17/2015

FINRA

Current Firm

TRANSAMERICA INVESTORS SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

TRANSAMERICA INVESTORS SECURITIES, LLC

TRUST BUT VERIFY

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