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Daniel Levy

Kuhn Wealth Management Inc.

Schaumburg, IL

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Current Employers
Kuhn Wealth Management Inc.

1827 Walden Office Sq #500, Schaumburg, IL 60173 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-08-22
  • IL RA
    APPROVED
    Since 2019-08-22

Branch Locations

1827 Walden Office Sq #500, Schaumburg, IL 60173 • 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
Bottarelli Research Naperville IL 04/2013 01/2018
T3 Trading Group, Llc New York NY 02/2018 12/2018
Concorde Investment Service, Llc Livonia MI 02/2019 02/2020
Dai Securities Llc Atlanta GA 02/2020 Present
  • 04/2013 → 01/2018
    Bottarelli Research
    Naperville, IL
  • 02/2018 → 12/2018
    T3 Trading Group, Llc
    New York, NY
  • 02/2019 → 02/2020
    Concorde Investment Service, Llc
    Livonia, MI
  • 02/2020 → Present
    Dai Securities Llc
    Atlanta, GA
Previous Registrations
Other Businesses

1)Kuhn Wealth Management. Investment related. SCHAMBURG, IL. Position: Wealth Advisor. Start date 01/2019. Full time during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-23
  • S66 Uniform Combined State Law Examination
    2019-04-23
Other Names
  • Danny Levy
  • Daniel Abraham Levy

View on SEC IAPD

Other Firms

COX FINANCIAL GROUP, LTD.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD EQUITY GROUP, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MARINER INDEPENDENT
NAVARRO ASSET MANAGEMENT, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

More in Schaumburg, IL

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