Brian Leo Levy

Current Employers

United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2015-12-02

PA RA
APPROVED

Since 2015-12-02

Branch Locations

1707 Langhorne Newtown Rd Suite 130, Langhorne, PA 19047 • 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
United Capital Financial Advisors, Llc	Irving	TX	12/2015	Present

12/2015 → Present

United Capital Financial Advisors, Llc

Irving, TX

Other Businesses

Brian Levy is an insurance agent licensed for life insurance, health insurance and/or annuity lines of business with United Capital Risk Management. Brian Levy may receive compensation from insurance companies for the sales of insurance products to clients or other individuals.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-08-06

S63 Uniform Securities Agent State Law Examination

2008-08-06

Designations

Other Names

Brian Levy
Brian L Levy

View on SEC IAPD

Current Employers

United Capital Financial Advisors

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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