David Jay Levine

Current Employers

Employment History

• 01/2002 → 07/2023
  Mc2 Ventures
  Oswego, OR
• 03/2016 → 07/2023
  Emerson Equity Llc
  San Mateo, CA
• 09/2018 → 10/2020
  Versity Investments, Llc
  Aliso Viejo, CA
• 01/2023 → 07/2023
  Pebble Beach Dst
  Dallas, TX
• 08/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Beaverton, OR
• 2022-09-22 → 2023-09-05
  Emerson Equity Llc
  Tualatin, OR
  San Mateo, CA
• 2009-12-02 → 2010-04-16
  Workman Securities Corporation
  Eden Prairie, MN
  Lake Oswego, OR
• 2006-01-04 → 2009-08-31
  Capwest Securities, Inc.
  Lakewood, CO
  Lake Oswego, OR
  West Linn, OR
  Greeley, CO
• 2003-12-01 → 2005-12-31
  United Securities Alliance, Inc.
  West Linn, OR
  West Linn, OR
  Greenwood Village, CO
• 2001-02-27 → 2003-10-15
  Cincinnati Analysts, Inc.
  Woodland Hills, CA

Other Businesses

OBA-102926|OrgNmn:MC2 Ventures|Org Addr:Beaverton,Oregon,US|OBA Nature:My spouse operates a Marketing|Invst Rel:N|Title:Partner|Duties:no duties or obligations|StrtDt:01-05-00|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30
• S65 Uniform Investment Adviser Law Examination
  1999-11-22
• S63 Uniform Securities Agent State Law Examination
  1993-03-08