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1200 North Federal Highway Suite 215, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-09 |
Branch Locations
1200 North Federal Highway Suite 215, Boca Raton, FL 33432 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vfinance Investments, Inc | Boca Raton | FL | 06/2005 | 10/2016 |
| National Securities Corporation | Seattle | WA | 11/2011 | 10/2016 |
| Massmutual Life Insurance | Ft Lauderdale | FL | 07/2018 | 02/2019 |
| Mml Investors Services, Llc | Ft Lauderdale | FL | 09/2018 | 02/2019 |
| Unemployed | Ft Lauderdale | FL | 10/2016 | 09/2018 |
| National Holdings Corp | Boca Raton | FL | 08/2008 | 10/2016 |
| Newbridge Securities Corporation | Boca Raton | FL | 02/2019 | 07/2023 |
| I-Bankers Direct | Boca Raton | FL | 07/2023 | Present |
Activity: Fixed Insurance Products, can be investment related, Location: personal residence at 605 NW 111th Way, Coral Springs FL 33071 (or at clients residence) Position: Sole Proprietor: Alan Levin, Start Date: 2018: Time Commitment: a few hours a month, not during market hours, Compensation: Commission vary by product and is directed by the product issuer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
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