Matthew I Levine

Current Employers

Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-10-18

OH RA
APPROVED

Since 2022-10-18

Branch Locations

17371 Coldwater Trail, Chagrin Falls, OH 44023 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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 No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Key Investment Services Llc	Cleveland	OH	04/2012	10/2022
Independent Financial Partners, Llc	Tampa	FL	10/2022	Present

04/2012 → 10/2022

Key Investment Services Llc

Cleveland, OH
10/2022 → Present

Independent Financial Partners, Llc

Tampa, FL

Previous Registrations

2012-04-12 → 2022-10-25

Key Investment Services Llc

Cleveland, OH

Strongsville, OH

Middleburg Heights, OH

Brooklyn, OH
2010-10-15 → 2012-03-29

Ubs Financial Services Inc.

Pepper Pike, OH
2008-10-27 → 2010-04-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chagrin Falls, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-23
S63	Uniform Securities Agent State Law Examination	1992-01-14

S66 Uniform Combined State Law Examination

2008-10-23
S63 Uniform Securities Agent State Law Examination

1992-01-14

Other Names

Matthew Ixa Levine
Matthew Ira Levine
Matthew Levine

View on SEC IAPD