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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Melville | NY | 07/2001 | Present |
1. 4/4/2011: NON-VARIABLE INSURANCE - LFS LEVIN FINANCIAL SERVICES, INC. - SOLICIT NON-VARIABLE LIFE INSURANCE, ANNUITIES, DI, LTC, HEALTH INSURANCE, ETC. ALL UNDER MY ALREADY APPROVED DBA "LEVIN WEALTH MANAGEMENT GROUP". - 25% OF TIME SPENT - MELVILLE, NY. 2. 4/16/2013: MORTGAGE BROKERAGE SERVICES - VANGUARD FUNDING, LLC - ALL WILL BE SUBMITTED TO VANGUARD FUNDING LLC DIRECTLY BY CLIENT. I HAVE NO FURTHER INVOLVEMENT OTHER THAN REFERRAL. - TIME SPENT 1%. 3. 10/24/2022 - Poshmark - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 10/24/2022 - 8 Hours Per Month/0 Hours During Securities Trading - Selling some of my wife's clothing. 3. 4/16/2013: NON-VARIABLE INSURANCE DBA - LEVIN WEALTH MANAGEMENT GROUP - SOLICIT ALL MY BUSINESS, BOTH LPL, AND MY OUTSIDE BUSINESS ACTIVITIES (NON-VARIABLE LIFE INSURANCE, ANNUITIES, DI, LTC, HEALTH INSURANCE) ALL UNDER THE NAME "LEVIN WEALTH MANAGEMENT GROUP". - TIME SPENT 100% - MELVILLE, NY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-19 |
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