Elise Marie Levy

Current Employers

Employment History

• 08/2021 → Present
  Lpl Financial, Llc
  Reno, NV
• 09/2018 → 06/2021
  Muse Group Marketing
  Reno, NV
• 01/2017 → 04/2017
  Great Basin Outdoor School
  Reno, NV
• 04/2017 → 10/2017
  The Great Basin Institute
  Reno, NV
• 10/2017 → Present
  Mountain View Montessori School
  Reno, NV
• 01/2015 → 12/2016
  University Of Nevada, Reno
  Reno, NV
• 02/2022 → 12/2023
  Legacy Wealth Planning
  Reno, NV
• 12/2023 → Present
  Mariner Independent Advisor Network
  Overland Park, KS

Previous Registrations

• 2022-03-03 → 2023-12-04
  Legacy Wealth Planning, Llc
  Reno, NV

Other Businesses

1. 02/09/2022 - Mountain View Montessori School - Not Investment Related - 565 Zolezzi Ln, Reno NV 89511 - Outside/W-2 Employment - Start Date: 10/02/2017 - 40 Hours Per Month/40 Hours During Securities Trading - Graphic design and social media specialist. 2. 12/12/2023 - Mariner Independent Advisor Network LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Mariner Independent Advisor Network, LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 08/16/2024 - Legacy Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2006 - 160 Hours Per Month/ 100 Hours During Trading 4. 06/15/2026 - Elise Levy Ltd. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Reno, NV - Start Date 01/01/2026 - 0 hours per month/ during trading 5. 07/06/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-23