Joel Ira Levy

Current Employers

Employment History

• 10/1988 → Present
  Joel I. Levy, Cpa, P.A.
  Pembroke Pines, FL
• 09/1997 → Present
  Levy & Associates, Pa
  Boca Raton, FL
• 02/2004 → Present
  Osaic Wealth, Inc.
  Ftl Lauderdale, FL
• 04/2003 → Present
  Baron Silver Stevens Financial Advisors, Llc
  Boca Raton, FL

Previous Registrations

• 2000-07-06 → 2003-11-12
  Fsc Securities Corporation
  Boca Raton, FL

Other Businesses

1) JOEL I LEVY CPA PLLC; POSITION: OWNER; NATURE: CORPORATION; INVESTMENT RELATED: NO; NUMBER OF HOURS: 150; SECURITIES TRADING HOURS: 150; START DATE: 01/01/2011; ADDRESS: 410 MARTIN LUTHER KING JR BLVD, CHAPEL HILL NC 27514; DESCRIPTION: TAX AND SMALL BUSINESS CONSULTANT. 2) Chamber of Commerce; not investment related; Address : North Carolina Position : Board Member; Start Date : 01/01/2011; Hours : 3; Security Hours: 3 Brief description of duties: Work with community members on how to help businesses and the community. 3) BARON SILVER STEVENS POSITION: Registered Rep NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2000 ADDRESS: 4800 N Federal Hwy #210A Boca Raton, FL 33431, Boca Raton FL 33431, United States DESCRIPTION: Registered investment advisor under BSSFA. Refer clients to Michael Silver, joint rep code 66GLife insurance and financial planning 4) CHAPEL HILL LIBRARY FOUNDATION POSITION: Treasurer NATURE: It is a non-profit, 501(c)(3), foundation supporting the needs of the public library. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2021 ADDRESS: 100 Library Drive, Chapel Hill NC 27514, United States DESCRIPTION: Review and provide expertise on financial matters and budgeting.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-07
• S65 Uniform Investment Adviser Law Examination
  1997-01-13

Designations

Other Names

• Joel Levy