Harry Norman Levitt

Current Employers

Employment History

• 04/2001 → 01/2019
  M Holdings Securities, Inc,
  Portland, OR
• 01/2011 → Present
  Mack Financial Group
  Indianapolis, IN
• 01/2019 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2018-04-12 → 2018-12-31
  M Holdings Securities, Inc.
  Indianapolis, IN
  Irvine, CA
  Los Angeles, CA
  Newport Beach, CA
  Los Angeles, CA
  Pacific Palisades, CA
  Portland, OR
  New York, NY
  Newport Beach, CA
• 2015-06-29 → 2015-12-31
  Witherspoon Asset Management Llc
  Yorba Linda, CA
  Princeton, NJ

Other Businesses

1.) INDIVIDUAL TRUSTS- 1/1/2012 - 1600 Capri Drive, Pacific Palisades, CA 90272 - Trustee, Individual trusts for Brandt Wrightsman, Halle Levitt, Oliver Levitt and Carly Levitt set up by Bob Levitt for his children, Not Invt Rel, 0 hrs/mo. 2.) MACK FINANCIAL GROUP - 1/1/2011 - 3388 Founders Road, Suite 100, Indianapolis, IN 46268 - Managing Director, Sales, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 1/10/2019 - 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) FINDER FEES - 11/2/2021 - 1600 Capri Drive, Pacific Palisades, CA 90272 - Introduce the principals of TCS (a firm specializing in long term disability and group life and disability insurance) to key decision makers at large hospitals, medical groups and corporate entities, Not Inv't Rel, 5 hrs/mo; 5 hrs/mo (during trading hours). 5.) OHANA ONE INVESTMENT COMMITTEE - 1/1/2025 - 150 South Olive Street, 10th Floor, Los Angeles, CA 90015 - Investment Committee Member, Review asset allocation strategies for Ohana One's endowment, Not Invt Rel, 1 hr/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-10
• S63 Uniform Securities Agent State Law Examination
  1990-08-09

Other Names

• Harry Levitt