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Stephen Kenneth Levy

Birdrock Wealth

Austin, TX

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Current Employers
Birdrock Wealth

9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-23
TX RA APPROVED 2006-12-14
  • CA RA
    APPROVED
    Since 2024-12-23
  • TX RA
    APPROVED
    Since 2006-12-14

Branch Locations

9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bird Rock Asset Management Austin TX 08/2006 Present
  • 08/2006 → Present
    Bird Rock Asset Management
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-09
S66 Uniform Combined State Law Examination 2001-06-22
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2001-11-09
  • S66 Uniform Combined State Law Examination
    2001-06-22
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Other Names
  • Stephen K Levy
  • Steve Levy

View on SEC IAPD

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