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Theodore David Levin

Grant Koehler & Levin Ltd.

Sarasota, FL

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Current Employers
Grant Koehler & Levin Ltd.

Mequon, WI • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-12-03
WI RA APPROVED 2012-12-13
WA RA APPROVED 2003-10-24
  • FL RA
    APPROVED
    Since 2021-12-03
  • WI RA
    APPROVED
    Since 2012-12-13
  • WA RA
    APPROVED
    Since 2003-10-24

Branch Locations

Sarasota, FL • 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
Polar Investment Counsel Inc Mequon WI 05/2012 Present
Grant Koehler & Levin Mequon WI 05/2012 Present
  • 05/2012 → Present
    Polar Investment Counsel Inc
    Mequon, WI
  • 05/2012 → Present
    Grant Koehler & Levin
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-24
S63 Uniform Securities Agent State Law Examination 2002-10-11
  • S65 Uniform Investment Adviser Law Examination
    2003-04-24
  • S63 Uniform Securities Agent State Law Examination
    2002-10-11

View on SEC IAPD

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