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Bruce Charles Levine

First Needham Investments, Inc.

Needham, MA

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Current Employers
First Needham Investments, Inc.

Newton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-04-14
  • MA RA
    APPROVED
    Since 2005-04-14

Branch Locations

75 Second Ave Suite 700, Needham, MA 02494 • 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
First Needham Investments Needham MA 01/2001 Present
Levine Caufield Martin & Goldberg Pc Needham MA 08/2011 Present
  • 01/2001 → Present
    First Needham Investments
    Needham, MA
  • 08/2011 → Present
    Levine Caufield Martin & Goldberg Pc
    Needham, MA
Other Businesses

1) BUSINESS NAME: LEVINE KATZ NANNIS & SOLOMON PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 52, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT |START DATE: 10/01/1985 END DATE 8/11/2011 2) BUSINESS NAME: BRUCE LEVINE | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 100, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INSURANCE |START DATE: 02/01/2000 3) BUSINESS NAME: FIRST NEEDHAM INVESTMENTS INC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 25, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INVESTMENT ADVISORY |START DATE: 02/01/2000 4) BUSINESS NAME: 23 WILMINGTON LLC | HOURS PER MONTH: 1 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 12/01/2003 END DATE 12/31/2014 5) BUSINESS NAME: PANNAWAY REALTY ASSOCIATES | HOURS PER MONTH: 5 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 09/01/1979 6)BUSINESS NAME: LEVINE,CAUFIELD,MARTIN & GOLDBERG PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 50, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT | START DATE: 08/12,2011

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-10
  • S66 Uniform Combined State Law Examination
    1999-12-10

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