Javier Marcos Levy

Current Employers

Employment History

• 06/2010 → 04/2022
  Leumi Investment Services Inc
  Aventura, FL
• 06/2010 → 04/2022
  Bank Leumi Usa
  Aventura, FL
• 04/2022 → Present
  Valley Financial Management, Inc.
  Aventura, FL
• 04/2022 → Present
  Valley National Bank
  Aventura, FL
• 07/2023 → Present
  Valley Wealth Managers, Inc.
  Aventura, FL

Other Businesses

Name of outside activity/business: RPTV Group 1, LLC Is the business investment-related: Address of business: 1517 Pongam Ter, Hollywood, FL Nature of the other business: the company is an investment vehicle used for passive real estate investment in a fund (Prodigy Crowdfunding) that is in bankruptcy process since 2020. At this point, RPTV group 1, LLC doesn't have any other investment. (Crowdfunding Firm Prodigy Network's Chaotic Collapse (therealdeal.com)) Your position, title, or relationship with the other business: Partner and General Manager Description of your duties relating to the other business: annual report filing and paying annual fees. The start date of your relationship: 2016 Start date of new position: same Approximate number of hours/months you devote to the other business: 1 hour p/ month. Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: NO If compensated, expected compensation: Is the outside entity or any of its authorized parties a client? It's an outside entity. Please also provide any documents that give color on the organization and your proposed role. For example: a mission statement or website, and / or a charter outlining the position's specific responsibilities with the entity. Don't have any website.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-07
• S63 Uniform Securities Agent State Law Examination
  2010-04-08

Other Names

• Marcos Javier Levy