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687 Highland Ave #17, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David A. Levy Cpa Pc | Needham | MA | 09/1986 | Present |
Principal and CPA at David A Levy CPA PC. This is not investment related. Address: 20 Freeman Place, Needham, MA 02492. Founded firm in 1986. Spend approximately 200 hours per month working at the firm, most of which is during trading hours. Duties include tax and audit services and general accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-09 |
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