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Current Employers
Level Financial Advisors, Inc.

9310 Transit Road Suite 300, East Amherst, NY 14051 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-20
NY RA APPROVED 2021-07-23
  • TX RA
    APPROVED_RES
    Since 2023-11-20
  • NY RA
    APPROVED
    Since 2021-07-23

Branch Locations

9310 Transit Road Suite 300, East Amherst, NY 14051 • 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
Level Financial Advisors, Inc. East Amherst NY 01/2012 Present
Designations

View on SEC IAPD

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