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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-07 |
| NV | RA | APPROVED | 2025-08-12 |
| IL | RA | APPROVED | 2025-01-30 |
| MN | RA | APPROVED | 2025-01-16 |
| NC | RA | APPROVED | 2024-08-14 |
| CT | RA | APPROVED | 2023-08-03 |
| TX | RA | APPROVED_RES | 2023-03-20 |
| WY | RA | APPROVED | 2022-08-12 |
| NM | RA | APPROVED | 2022-06-23 |
| NY | RA | APPROVED | 2022-01-05 |
| CA | RA | APPROVED | 2021-02-02 |
| WI | RA | APPROVED | 2020-11-30 |
| FL | RA | APPROVED | 2020-02-12 |
| CO | RA | APPROVED | 2019-10-15 |
Branch Locations
6455 South Yosemite Street Suite 425, Greenwood Village, CO 80111 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2016 | 04/2017 |
| Northwestern Mutual Investment Services Llc | Greenwood Vlg | CO | 06/2016 | 04/2017 |
| Guardian Life Insurance Co Of America | Greenwood Village | CO | 06/2017 | Present |
| Park Avenue Securities, Llc | Greenwood Village | CO | 11/2017 | Present |
| Park Avenue Securities | Denver | CO | 06/2024 | Present |
| Guardian Life Insurance Company | Denver | CO | 06/2024 | Present |
1) Levinson Financial, LLC-This is an LLC I started for the 1099 portion of my Guardian income. I am the sole member, Start: 05/01/2018, Address: 1592 S. Trenton Ct. Denver, CO 80231, 0 total hours per month, Not investment related, No Annual Compensation, 2) Power of Attorney for Richard Levinson-Father, Start: 04/17/2024, Address: 7604 E 7th Avenue Denver, CO 80230, 0 total hours per month, Not Investment related, No Annual Compensation, 3) Insurance products other than Guardian, Start: 09/10/2025, Address: 6455 S Yosemite St. Greenwood village, CO 80111, 3 total hours per month; 3 during securities trading hours, Investment related, <10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-12 |
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