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David Jordan Levy

Citizens Securities, Inc.

Fairport, NY

Victor, NY

Syracuse, NY

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-04-15
FL RA APPROVED 2026-04-14
NY RA APPROVED 2026-03-02
  • SC RA
    APPROVED
    Since 2026-04-15
  • FL RA
    APPROVED
    Since 2026-04-14
  • NY RA
    APPROVED
    Since 2026-03-02

Branch Locations

6720 Pittsford-Palmyra Road Ms: Nyr131, Fairport, NY 14450 • United States

5 Eastview Mall Ms: Nyr129, Victor, NY 14564 • United States

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • 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
Marks Pizzeria Victor NY 11/2013 08/2017
Citizens Bank Rochester NY 02/2020 11/2020
Marks Pizzeria Victor NY 05/2018 08/2018
Suny Geneseo Geneseo NY 08/2015 05/2019
Marks Pizzeria Fairport NY 08/2019 02/2020
Citizens Securities Inc. Rochester NY 03/2020 11/2020
Sage, Rutty & Co., Inc. Rochester NY 06/2021 08/2022
Citizens Bank Webster NY 11/2020 06/2021
Unemployed Webster NY 08/2022 09/2022
Hornor, Townsend & Kent, Llc Horsham PA 09/2022 02/2026
Citizens Securities, Inc. Fairport NY 02/2026 Present
  • 11/2013 → 08/2017
    Marks Pizzeria
    Victor, NY
  • 02/2020 → 11/2020
    Citizens Bank
    Rochester, NY
  • 05/2018 → 08/2018
    Marks Pizzeria
    Victor, NY
  • 08/2015 → 05/2019
    Suny Geneseo
    Geneseo, NY
  • 08/2019 → 02/2020
    Marks Pizzeria
    Fairport, NY
  • 03/2020 → 11/2020
    Citizens Securities Inc.
    Rochester, NY
  • 06/2021 → 08/2022
    Sage, Rutty & Co., Inc.
    Rochester, NY
  • 11/2020 → 06/2021
    Citizens Bank
    Webster, NY
  • 08/2022 → 09/2022
    Unemployed
    Webster, NY
  • 09/2022 → 02/2026
    Hornor, Townsend & Kent, Llc
    Horsham, PA
  • 02/2026 → Present
    Citizens Securities, Inc.
    Fairport, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2023-07-28
Other Names
  • David Jordan Levy
  • David Levy

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK · Fairport, NY
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