Dylan Gregory Levey

Current Employers

Employment History

• 04/2007 → 08/2021
  Compass Bank
  Birmingham, AL
• 10/2010 → 07/2021
  Pnc Managed Account Solutions, Inc.
  Birmingham, AL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Birmingham, AL
• 04/2007 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 08/2021 → 09/2025
  Avantax Advisory Services
  Birmingham, AL
• 08/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Birmingham, AL
• 08/2021 → 09/2025
  Avantax Investment Services, Inc.
  Birmingham, AL
• 08/2021 → Present
  Top Market Financial Advisors, Llc
  Birmingham, AL
• 02/2016 → Present
  Cross Country Consulting, Llc
  Hoover, AL
• 12/2023 → Present
  Diamond Head Building Llc
  Hoover, AL
• 09/2025 → 04/2026
  Cetera Wealth Services, Llc
  Hoover, AL
• 09/2025 → 04/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2026 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2026 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2025-09-05 → 2026-08-25
  Cetera Investment Advisers Llc
  Hoover, AL
• 2021-08-02 → 2025-09-05
  Avantax Advisory Services
  Birmingham, AL
  Hoover, AL
  Dallas, TX
• 2010-10-15 → 2021-08-02
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
  Birmingham, AL
• 2010-04-07 → 2010-10-15
  St Johns Wealth Management
  Birmingham, AL
• 2007-05-03 → 2010-03-16
  Bbva Compass Investment Solutions, Inc
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
• 2004-01-06 → 2007-02-08
  Amsouth Investment Management Company Llc
  Birmingham, AL

Other Businesses

1) DIAMOND HEAD BUILDING LLC, NOT INVESTMENT RELATED, ADDRESS: 3164 STARLAKE DRIVE, HOOVER AL 35226, United States, POSITION: PRESIDENT NATURE: PROFESSIONAL COMMERICAL BUILDING WITH VARIOUS SUITES FOR TENANTS. RENTAL PROPERTY INVESTMENT FOR PASSIVE INCOME. NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2023, DESCRIPTION: I AM PURCHASING THE BUILDING TO BE ABLE TO MOVE MY BUSINESS INTO IT. I WILL BE COLLECTING RENT FROM OTHER TENANTS. THIS IS AN ADDITIONAL REAL ESTATE INVESTMENT TO DIVERSIFY MY HOLDINGS. 2)RENTAL PROPERTY; Owner; I own one single family rental house. I collect rent once a month and take care of any repairs. Have a Personal Umbrella Policy to cover any unforeseen liabilities. ; NIR; 0; 04/01/2021; 3164 STARLAKE DRIVE HOOVER AL 35226; I am the owner, Contact person. Renters call me with any questions. I collect rent monthly.  3)CROSS COUNTRY CONSULTING; MEMBER; PROVIDE HIGHER EDUCATION ESTABLISHMENTS WITH ADVICE FOR WRITING GRANTS FOR GOVTFUNDING FOR HIGHER EDUCATION. DR. JOYCE LEVEY IS THE ONLY EMPLOYEE. AND THE ONLY PERSON GIVING ANY ADVISE REGARDING GRANTS AND IMPROVING WAYS TO INCREASE HIGHER EDUCATION GOVT MANDATES.**CCC IS CURRENTLY INACTIVE ***; NIR; 0; 02/09/2016; 3164 STARLAKE DRIVE HOOVER AL 35226; PRESIDENT. OPERATIONAL SUPORT. **CCC IS CURRENTLY INACTIVE *** 4)TOP MARKET FINANCIAL ADVISORS, LLC; INVESTMENT RELATED, 4956 VALLEYDALE ROAD BIRMINGHAM AL 35242; PRESIDENT; RUN ALL OPERATIONAL ACTIVITIES REGARDING BUSINESS. MARKET AND PROMOTE BROKER DEALER FIRM. SERVICE CLIENT'S FINANCIAL NEEDS VIA INVESTMENT PRODUCTS AND INSURANCE SOLUTIONS. 130 HOURS/MONTH DURING SECURITIES TRADING HOURS; STARTED 06/24/2021; RUN ALL OPERATIONAL ACTIVITIES REGARDING BUSINESS. PROVIDE FINANCIAL RESOURCES TO CLIENTS TO MEET THEIR FINANCIAL NEEDS. MEET WITH CLIENTS VIA PHONE, IN-PERSON, AT BUSINESS ECT.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-27