Corey Scott Levine

Current Employers

Employment History

• 04/2012 → Present
  Lpl Financial Llc
  Beaverton, OR
• 05/2017 → Present
  Cross Financial Advisors, Llc
  Beaverton, OR

Previous Registrations

• 2003-04-23 → 2007-02-05
  Morgan Stanley Dw Inc.
  Portland, OR
  Portland, OR
  Portland, OR

Other Businesses

1. 04/05/12 - CROSS FINANCIAL MANAGEMENT - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION. 2. 04/05/12 - C LEVINE INVESTMENTS, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - Receiving LPL compensation, paying business expenses, salaries, taxes, etc. Not advertised to the public. 3. 07/05/2017- Cross Financial Advisors LLC-investment related- At reported business location(s)-Registered Investment Advisor Hybrid-start 07/15/2017-Hours per month 80/hours during trading 65-I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 09/13/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/06/2023 - 12 Hours Per Month/ 0 Hours During Trading 5. 06/26/2024 - Rockler Woodworking - Non-Inv Related - Beaverton, OR - Other - Woodworking & Hardware store - Started: 7/1/2024 - 15 Hrs/Mo; 0 Hr During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-22
• S63 Uniform Securities Agent State Law Examination
  1988-09-23