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Max Edward Levine

Woodstock Wealth Management, Inc.

Brookline, MA

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Current Employers
Woodstock Wealth Management, Inc.

250 River Park North Drive, Woodstock, GA 30188 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-13
MA RA APPROVED 2024-10-29
NH RA APPROVED 2024-10-04
  • FL RA
    APPROVED
    Since 2024-11-13
  • MA RA
    APPROVED
    Since 2024-10-29
  • NH RA
    APPROVED
    Since 2024-10-04

Branch Locations

Brookline, MA • 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
Konica Minolta Business Solutions U.S.A. Waltham MA 10/2018 07/2020
6One7 Productions Brighton MA 06/2016 08/2019
Alan Rouleau Couture Boston MA 05/2016 09/2016
Univeristy Of New Hampshire Durham NH 08/2013 05/2018
Unemployed Newton MA 07/2020 04/2021
Fidelity Investments Merrimack NH 04/2021 07/2024
Woodstock Wealth Management Woodstock GA 10/2024 Present
  • 10/2018 → 07/2020
    Konica Minolta Business Solutions U.S.A.
    Waltham, MA
  • 06/2016 → 08/2019
    6One7 Productions
    Brighton, MA
  • 05/2016 → 09/2016
    Alan Rouleau Couture
    Boston, MA
  • 08/2013 → 05/2018
    Univeristy Of New Hampshire
    Durham, NH
  • 07/2020 → 04/2021
    Unemployed
    Newton, MA
  • 04/2021 → 07/2024
    Fidelity Investments
    Merrimack, NH
  • 10/2024 → Present
    Woodstock Wealth Management
    Woodstock, GA
Previous Registrations
  • 2022-07-01 → 2024-07-11
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
S63 Uniform Securities Agent State Law Examination 2021-08-18
  • S66 Uniform Combined State Law Examination
    2022-06-17
  • S63 Uniform Securities Agent State Law Examination
    2021-08-18
Other Names
  • Max Edward Levine
  • Max Levine

View on SEC IAPD

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