John Edward Levee

Current Employers

Employment History

• 10/1992 → Present
  Southern Trust Associates
  Austin, TX
• 01/2005 → Present
  Sta Capital Management Llc/Ffp Advisory Services, Inc
  Round Rock, TX
• 04/2005 → Present
  Advance Legacy
  Round Rock, TX
• 11/2005 → Present
  Levee Unlimited, Inc.,Advanced Wealth Strategies
  Round Rock, TX
• 11/2005 → Present
  Levee Unlimited,Inc. The Advanced Group Of Companies
  Round Rock, TX
• 07/2015 → 04/2025
  Dfpg Investments, Inc.
  South Jordan, UT
• 07/2015 → 01/2020
  Integrated Advisors Network Llc
  Round Rock, TX
• 01/2020 → Present
  Ria Advisors
  Houston, TX
• 04/2025 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2025-02-25 → 2025-04-29
  Diversify Advisory Services, Llc
  Round Rock, TX
  South Jordan, UT
• 2020-01-02 → 2023-07-20
  Ria Advisors
  Round Rock, TX
• 2015-09-18 → 2020-01-02
  Integrated Advisors Network Llc
  Round Rock, TX
  Dallas, TX
• 2007-01-03 → 2015-07-16
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Round Rock, TX
  Round Rock, TX
• 1993-03-18 → 2007-01-03
  Ffp Advisory Services Inc
  Round Rock, TX

Other Businesses

1. Animas Capital Management; Investment Related; Round Rock, TX ; DBA; President/Financial Advisor; 11/2014; 40% during business hours; Meet with clients/ develop strategies to help them meet their financial goals/implement strategies/ongoing meetings to monitor progress and make necessary changes if required. Manage assets under RIA agreement.  2. Advanced Wealth Strategies Group; Investment Related; Round Rock, TX; DBA; President, Financial Advisor; 05/2000; 40% during business hours; Meet with clients, develop strategies 3. John E Levee; Non-Investment Related; Round Rock, TX; Author; 01/2015; 10% during business hours; Author books 4. Real Majesty LLC; Non-Investment Related; Round Rock, TX; LLC; Managing Member; 01/2013; 5% during business hours; Manage Office Building 5. Xtra Thin/LMJ Consulting LLC; Non-Investment Related; Round Rock, TX; Weight Loss Practice; Member; 08/2012; 5% during business hours; No day to day activity, business is taken care of by daughter, 50% member 6. John E Levee and Laurie Levee Living Trust; Non-Investment Related; Round Rock, TX; Trust; Co-Trustee; 11/2008; 0% during business hours; Manage trust owned real estate, co-trustee 7. STA Capital LLC DBA Advanced Capital Management; Non-Investment Related; Round Rock, TX; Third Party Manager; Managing Partner; 01/2005; 20% during business hours; Oversee operations/Portfolio management as a third party manager/ Market research and monitoring/ Portfolio design and implementation/ Portfolio monitoring 8. Vineyard Advance Wealth LLC; Non-Investment Related; Round Rock, TX; Holding Company; Managing Partner; 11/2014; 10% during business hours; Managing partner. Conduct business related functions. Holding Company. 9. Levee Unlimited Inc; Non-Investment Related; Round Rock, TX; Holding Company; President; 5/2000; 5% during business hours; Manage and oversee business activities, holding company, C Corp

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1990-03-27