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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-01-16 |
Branch Locations
6836 W. North Ave, Chicago, IL 60707 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Elmwood | IL | 11/2017 | 01/2020 |
| Us Bank | Highlands Ranch | CO | 05/2016 | 04/2017 |
| Unemployed | Chicago | IL | 05/2017 | 10/2017 |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| David Lewitas | Chicago | IL | 09/2017 | Present |
| Cutrera Financial | Chicago | IL | 01/2018 | Present |
1.) DAVID LEWITAS - AGENT - NON-VARIABLE INSURANCE - CHICAGO, IL - SINCE 09/2017 - INVESTMENT RELATED 2.) LEWITAS WEALTH MANAGEMENT LLC - MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - CHICAGO, IL - SINCE 04/2019 - INVESTMENT RELATED 3.) CUTRERA FINANCIAL - DBA NAME FOR MARKETING PURPOSES ONLY - CHICAGO, IL - SINCE 01/2018 - INVESTMENT RELATED 4.) FULL CIRCLE FINANCIAL - PERSONAL FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - ROCHESTER, MN - SINCE 01/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2018-06-01 |
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