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Jeffrey Scott Levine

LPl Financial LLC

San Diego, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2006-04-03
TX RA APPROVED_RES 2006-03-31
  • CA RA
    APPROVED
    Since 2006-04-03
  • TX RA
    APPROVED_RES
    Since 2006-03-31

Branch Locations

9747 Business Park Ave Ste 202, San Diego, CA 92131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger San Diego CA 03/2006 Present
  • 03/2006 → Present
    Linsco/Private Ledger
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-16
S63 Uniform Securities Agent State Law Examination 1994-08-02
  • S65 Uniform Investment Adviser Law Examination
    1994-08-16
  • S63 Uniform Securities Agent State Law Examination
    1994-08-02

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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