Howard Jay Levine

Current Employers

Employment History

• 05/2016 → 11/2017
  Signator Investors, Inc.
  Stowe, VT
• 11/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Stowe, VT

Previous Registrations

• 2016-05-13 → 2017-11-17
  Signator Investors, Inc.
  Stowe, VT
  Charleston, SC
  Pleasanton, CA
• 2004-06-21 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Stowe, VT
  Stowe, VT
  San Diego, CA

Other Businesses

1) Hanover Financial Group; investment related; 188 S. Main Street, Stowe, VT; investment advisory services; owner;10/2001;160 hrs/month; 6.5 hrs during trading; provide investment and financial planning advice 2) Continuum Advisors LLC; investment related; 873 E. State Street, Eagle, ID 83616; investment advisory services; IAR for RIA;10/2016;160 hrs/month; 6.5 hrs during trading; provide investment and financial planning advice 3) Howard Levine Insurance Sales; not investment related; 188 S. Main St, Stowe, VT; life insurance sales;broker;2/2002; 4 hrs/month; 4 hrs during trading; life & disability insurance sales 4) Co-trustee for family trust; not investment related; 615 Bryan Rd; co-trustee for my wife; co-trustee; 7/2010;0 hrs/ month; 0 hrs during trading; co-trustee for family rev. trust 5) HFG Corporation; not investment related;188 S. Main Street, Stowe, VT; business corporation;owner;10/2001;0 hrs during trading; entity for financial books

Exams

• S66 Uniform Combined State Law Examination
  2004-05-25
• S65 Uniform Investment Adviser Law Examination
  1996-12-05
• S63 Uniform Securities Agent State Law Examination
  1996-05-15

Other Names

• Howard J Levine