David Phillip Levy

Current Employers

Employment History

• 06/2007 → 06/2024
  Diversified, Llc
  Wilmington, DE
• 02/2013 → 07/2020
  Securities Service Network
  Wilmington, DE
• 07/2020 → 10/2022
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 07/2020 → 10/2022
  Purshe Kaplan Sterling Financial
  Albany, NY
• 06/2024 → Present
  Diversified Enterprises, Llc Dba Diversified, Llc
  Wilmington, DE

Previous Registrations

• 2008-05-27 → 2024-11-04
  Diversified, Llc
  Wilmington, DE
  Wilmington, DE

Other Businesses

1. Helmick & Company. Investment Related. 1717 Arch St. #3940, Philadelphia, PA 19103. Insurance Broker, Sole Proprietor. Start 1/2013. 2hrs/mo, none during trading hours. Insurance broker to help clients acquire insurance. 2. Diversified Insurance, LLC -investment related; 2 Tilden Circle, West Chester, PA 19382; Insurance Brokerage; Partner; 1/1/2021; 1hr/mo; none during trading hours; Duties are being a part of the board of directors. 3. Diversified Penn, LLC - not investment related; 480 Swedesford Rd. #120, Wayne PA 19087; Operates under Diversified, LLC and used for accounting purposes only; Partner; 1/1/2021; 2hrs/mo; none during trading hours; Duties are being a part of the board of directors. 4. Diversified Tax; Not Investment Related; 480 E Swedesford Road. #120, Wayne PA 19087; Tax Services firm; Owner; Start 11/26/2021; 4 hours per month; 4 hours during trading hours; Management duties- I am responsible for growing the business/making business decisions. I do not draw a salary but would participate in profits of the business. 5. Diversified Real Estate LLC; Non Investment Related; 3705 Concord Pike Wilmington, DE 19803; Commercial Building Ownership; Owner; Start: 2/2022; 30 minutes/Month; 30 minutes/Month during trading hours; Triple net lease for Diversified maintaining building

Exams

• S66 Uniform Combined State Law Examination
  2008-03-28

Designations

Other Names

• David P Levy
• David Paul Levy