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Dana Jean Levit

Paragon Financial Advisors

Newton, MA

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Current Employers
Paragon Financial Advisors

831 Beacon St Suite 320, Newton, MA 02459 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-03-14
  • MA RA
    APPROVED
    Since 2005-03-14

Branch Locations

1150 Walnut St, Newton, MA 02461 • 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
Back Bay Financial Group, Inc Boston MA 04/2001 Present
  • 04/2001 → Present
    Back Bay Financial Group, Inc
    Boston, MA
Previous Registrations
  • 2001-12-20 → 2005-04-01
    Back Bay Financial Group, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-16
  • S65 Uniform Investment Adviser Law Examination
    2000-10-16
Designations

View on SEC IAPD

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