Daniel Jonathan Levine

Current Employers

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-15

FL RA
APPROVED

Since 2025-09-15

Branch Locations

4800 T-Rex Avenue Suite 275, Boca Raton, FL 33431 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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

Organization	City	State	From	To
Kaplan, Krauss & Levine, Llc	Boca Raton	FL	08/2005	09/2024
Cerity Partners Llc	New York	NY	09/2024	Present

08/2005 → 09/2024

Kaplan, Krauss & Levine, Llc

Boca Raton, FL
09/2024 → Present

Cerity Partners Llc

New York, NY

Other Businesses

Levine Insurance Brokers Not investment related 5311 NW 26th Cir Boca Raton, FL 33496 Non-variable life insurance sales Owner Business started in 2001 Less than 1 hour per month devoted to the business 0 hours per month devoted to the business during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-10

S65 Uniform Investment Adviser Law Examination

2025-09-10

View on SEC IAPD

Current Employers

Cerity Partners Llc

Disclosures

Employment History

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Exams

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