Curtis John Levalley

Current Employers

Employment History

• 01/2017 → 11/2018
  Sii
  Lincoln, NE
• 09/1999 → 12/2016
  Full Time Student
  Lincoln, NE
• 01/2017 → Present
  Levalley Wealth Management
  Lincoln, NE
• 11/2018 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2017-04-27 → 2018-11-02
  Signator Investors, Inc.
  Lincoln, NE

Other Businesses

1) LEVALLEY WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 5700 Old Cheney Road, Suite 3, Lincoln NE 68516, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 2) LEVALLEY WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2017 ADDRESS: 5700 Old Cheney Road, Suite 3, Lincoln NE 68516, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3) CURT LEVALLEY FINANCIAL CONSULTING, LLC POSITION: Part-owner NATURE: Official LLC name for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: 5700 Old Cheney Road, Suite 3, Lincoln NE 68516, United States DESCRIPTION: Name on tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-24

Other Names

• Curtis John Levalley
• Curtis John Levalley