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Brian M Levy

West Wealth Group, LLC

Irvine, CA

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Current Employers
West Wealth Group, Llc

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-10-06
CA RA APPROVED 2021-10-05
TX RA APPROVED 2021-10-05
  • LA RA
    APPROVED
    Since 2021-10-06
  • CA RA
    APPROVED
    Since 2021-10-05
  • TX RA
    APPROVED
    Since 2021-10-05

Branch Locations

2 Park Plaza Suite 800, Irvine, CA 92614 • 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
Securities America, Inc. El Segundo CA 01/2009 07/2017
Cooper Financial Group Dba Cooper Mcmanus Irvine CA 01/2009 Present
Bml Wealth Management Irvine CA 08/2016 Present
West Wealth Group, Llc Irvine CA 09/2021 Present
  • 01/2009 → 07/2017
    Securities America, Inc.
    El Segundo, CA
  • 01/2009 → Present
    Cooper Financial Group Dba Cooper Mcmanus
    Irvine, CA
  • 08/2016 → Present
    Bml Wealth Management
    Irvine, CA
  • 09/2021 → Present
    Irvine, CA
Previous Registrations
  • 2017-07-19 → 2021-12-03
    Irvine, CA
    Irvine, CA
    Irvine, CA
  • 2009-09-30 → 2017-07-17
    El Segundo, CA
    El Segundo, CA
    El Segundo, CA
    Newport Beach, CA
    Irvine, CA
Other Businesses

BML Wealth Management, dba BML Wealth & Insurance Services, Insurance Sales - Agent, 2 Park Plaza, Ste 280, Irvine, CA, Not Investment Related, 8/6/2004. 25 hr/wk - 3/trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-08
  • S66 Uniform Combined State Law Examination
    2009-09-08

View on SEC IAPD

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