John Alan Levine

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-12-05

TX RA
APPROVED

Since 2016-12-05

Branch Locations

Houston, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
H. Beck, Inc.	Rockville	MD	12/2004	12/2016
World Financial Advisors Llc.	Houston	TX	04/2006	Present
Royal Alliance Associates	Houston	TX	12/2016	Present

12/2004 → 12/2016

H. Beck, Inc.

Rockville, MD
04/2006 → Present

World Financial Advisors Llc.

Houston, TX
12/2016 → Present

Royal Alliance Associates

Houston, TX

Previous Registrations

2004-12-14 → 2016-12-06

Grove Point Investments, Llc

Houston, TX

Houston, TX

Houston, TX
2002-07-03 → 2005-01-05

New England Securities

Houston, TX

Other Businesses

1. APPOINTED WITH VARIOUS LIFE & HEALTH COMPANIES. POSITION: PRESIDENT/SOLE PROPRIETOR NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 40 INVESTMENT RELATED HOURS: 20 START DATE: 09/15/1992 ADDRESS: 3350 McCue Road, #704, Houston, Texas 77056 DESCRIPTION: SALE OF LIFE INSURANCE AND ANNUITIES. 2. WORLD FINANCIAL ADVISORS POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/15/1992 ADDRESS: 3350 McCue Road, # 704, Houston TX 77056, United States DESCRIPTION: Manager of the office

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-11-27

S63 Uniform Securities Agent State Law Examination

1992-11-27

View on SEC IAPD