Bruce Scott Levitus

Current Employers

Employment History

• 09/2002 → 12/2023
  Osaic Wealth, Inc.
  New York, NY
• 06/2025 → Present
  Independent Financial Group, Llc
  San Diego, CA
• 12/2023 → 06/2024
  Unemployed
  Richboro, PA
• 06/2024 → 06/2025
  Djk Constulting
  Somerville, NJ

Previous Registrations

• 2014-04-08 → 2023-12-20
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  New York, NY
  New York, NY

Other Businesses

ALZHEIMER'S FOUNDATION OF AMERICA POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2022 ADDRESS: 32 Purdue Drive, Richboro PA 18954, United States DESCRIPTION: I collection donations for the AFA via social media, an occasional press release (Ski4Dad 2023) and word or mouth. Each year I strive to raise in excess of $5,0000 for AFA. All donations are made by individuals. In the past my former firm did match the donations received by individuals and small business' in my community, hence it was reported as an OBA. My efforts focus on one of my two primary hobbies, either paddling(river kayak) or skiing ( mileage based events, example "Ski4Dad": I ski'd 50 miles in one day and donors contributed either per mile or a flat dollar amount.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-25
• S63 Uniform Securities Agent State Law Examination
  1992-09-11