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Bradley Andrew Levin

Focus Partners Wealth, LLC

Calabasas, CA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2022-08-18
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2022-08-18

Branch Locations

4500 Park Granada Suite 204, Calabasas, CA 91302 • 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
Legacy Wealth Partners Calabasas CA 11/2016 10/2021
Triad Advisors, Inc. Norcross GA 11/2016 02/2019
M. S. Howells & Co. Scottsdale AZ 02/2019 08/2020
Focus Partners Wealth, Llc St. Louis MO 09/2021 Present
Commonwealth Financial Network Waltham MA 04/2007 11/2016
  • 11/2016 → 10/2021
    Legacy Wealth Partners
    Calabasas, CA
  • 11/2016 → 02/2019
    Triad Advisors, Inc.
    Norcross, GA
  • 02/2019 → 08/2020
    M. S. Howells & Co.
    Scottsdale, AZ
  • 09/2021 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 04/2007 → 11/2016
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
  • 2016-11-14 → 2021-10-15
    Legacy Wealth Partners Inc.
    Calabasas, CA
  • 2007-04-25 → 2016-11-11
    Commonwealth Financial Network
    San Diego, CA
    Woodland Hills, CA
    Calabasas, CA
  • 2000-02-28 → 2007-05-10
    Householder Group, Estate & Retirement Specialists
    Encino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-16
S63 Uniform Securities Agent State Law Examination 1994-02-28
  • S65 Uniform Investment Adviser Law Examination
    1998-12-16
  • S63 Uniform Securities Agent State Law Examination
    1994-02-28
Designations
Other Names
  • Brad Levin

View on SEC IAPD

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