Melissa Leann Levin

Current Employers

Employment History

• 09/1998 → Present
  Lpl Financial Llc
  Santa Ana, CA

Other Businesses

(1) 02/04/2007: All Travel and Cruise Center, Inc. - Business Owner - Not Investment Related - At Reported Business Location(s) - 1% Time Spent - I will only use this when I travel for myself, friends and family. I do not actively solicit business. I am doing this only for my own travel benefit. (2) 01/11/2008: Romero & Levin Wealth Management, Inc. - Non-Variable Insurance DBA - At Reported Business Location(s) - 50% Time Spent - Selling Life, Health, Disability, LTC, Fixed Annuities (3) 04/12/2010: PrePaid Legal - At Reported Business Location(s) - Time Spent 2% - We have signed up for prepaid legal. Any business we refer out we get a 50% cut. (4) 08/11/2016: Karl H. Romero & Associates - Real Estate Rental - Investment Related - 1585 E 17th Street, Santa Ana, CA 92705 - Started 01/27/2015 - 5 Hours Per Month/0 Hours During Securities Trading - I am 50% owner of Karl H. Romero & Associates. This entity collects rent for the building owned by the Karl H Romero Revocable Trust which I own 50% owner of. (5) 10/21/2016: Romero & Levin Insurance Services - Non-Variable Insurance - Investment Related - 1585 E 17th Street, Santa Ana, CA 92705 - Started 07/11/2016 - 160 Hours Per Month/80 Hours During Securities Trading - Offer health insurance, group and individual. (6) 5/24/2018 - Melissa Levin Insurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date:05/21/2018 - 25 Hour(s) Per Month/10 Hour(s) During Trading. (7) 2/6/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/14/2019 - 5 Hours Per Month/0 Hours During Securities Trading - BGA Insurance Group. (8) 2/6/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/14/2019 - 5 Hours Per Month During Securities Trading - One America. (9) 6/11/2019 - Melissa Levin - Not investment related - Home based - Supplement sales - start date: 04/17/2019 - 8 Hours Per Month/1 Hour During Securities Trading. (10) 9/27/2019 - MNO - Not Investment Related - Home Based - Rep's Business - CFO & COO - Started 09/09/2019 - 20 Hours Per Month/5 Hours During Securities Trading - Referral networking organization. (11) 11/6/2019 - I Retire in Style - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/21/2019 - 80 Hours Per Month/40 Hours During Securities Trading. (12) 11/6/2019 - Melissa Levin Insurance Services - Not Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/24/2018 - This DBA is ONLY used for insurance purposes. Life, disability, long term care insurance. (13) 10/06/2022 - National Life Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 08/04/2022 - 5 Hours Per Month/1 Hours During Securities Trading (14) 11/15/2024 - The Kings of Queen - business owner - Not Investment Related - Home Based - Start Date 05/12/2021 - 20 Hours Per Month/ 0 Hours During Trading 15 ) 04/24/2025 - Sweat N Glow https://sweatnglow.fit/pages/affiliate-program - Not Investment Related - Other - Workout program - Home Based - Start Date: 04/07/2025 - 5 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-20
• S63 Uniform Securities Agent State Law Examination
  1998-09-23

Other Names

• Melissa Leann Romero