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Nicholas Louis Levinson

Apella Wealth

Oakland, CA

West Hartford, CT

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-14
CT RA APPROVED 2025-09-14
  • CA RA
    APPROVED
    Since 2025-09-14
  • CT RA
    APPROVED
    Since 2025-09-14

Branch Locations

Oakland, CA • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • 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
Park Piedmont Advisors Llc Piedmont CA 10/2003 11/2025
Apella Wealth West Hartford CT 09/2025 Present
  • 10/2003 → 11/2025
    Park Piedmont Advisors Llc
    Piedmont, CA
  • 09/2025 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2003-12-19 → 2025-12-01
    Park Piedmont Advisors Llc
    Piedmont, CA
    Oakland, CA
    Chicago, IL
  • 2002-09-06 → 2004-04-13
    Balis Lewittes & Coleman, Inc.
    Piedmont, CA
Other Businesses

PARK PIEDMONT ADVISORS, LLC- REGISTERED INVESTMENT ADVISORY. PARK PIEDMONT ADVISORS; FIXED INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-30
S63 Uniform Securities Agent State Law Examination 1999-12-15
  • S65 Uniform Investment Adviser Law Examination
    2001-05-30
  • S63 Uniform Securities Agent State Law Examination
    1999-12-15
Designations
Other Names
  • Nicholas Levinson
  • Nick Louis Levinson
  • Nick Levinson

View on SEC IAPD

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