Daniel Ari Levy

Current Employers

Employment History

• 09/2015 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Previous Registrations

• 2013-11-06 → 2015-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ
  Jersey City, NJ
  New York, NY

Other Businesses

MOAA Cape Canaveral Scholarship Corporation / P.O. Box 254708, Patrick AFB, Florida 32925-4708 / United States / https://moaacc.org/Scholarships.aspx/ / Charity / The goal of the MOAACC Scholarship Corporation is to obtain a scholarship fund of $1,000,000 raised from donations and investments so that 10 scholarship grants worth $5,000 each can be awarded to promising future leaders of our country on an annual basis. / Member of Board of directors / Provide input to a committee on a $1m scholarship endowment portfolio managed by a third-party (non-UBS) broker as well determining the budget size of the annual scholarship award pool. The board meets quarterly for approximately two hours each meeting. / Start Date 11/18/2019 / Temple Beth Sholom Men's Club / 5995 N Wickham RoadMelbourneFL32940 / Men's Club within the Temple Beth Sholom Jewish synagogue in Melbourne, FL. / I have been nominated (but have not accepted) to a position at the synagogue I belong to, Temple Beth Sholom (TBS) in Melbourne, FL (www.mytbs.org). The position is Recording Secretary of the TBS Men's Club for an initial one-year term from June 15, 2022 - June 15, 2023. TBS is a 501c(3). The Men's Club is a social group consisting of a subset of members of the TBS congregation and is organized to increase comradery among the male temple congregants and their families. However, the Men's Club is not a separate 501c(3) or a separate reportable entity to the IRS. The club receives dues from Men's Club members; the dues are collected by TBS and the Men's Club leadership determine how the money is allocated (based on the Men's Club Bylaws). The Men's Club Secretary records minutes of all general, regular, and special Board meetings as well as sends out all meeting and special notices, meeting agendas and meeting minutes to all Men's Club members and other correspondence as deemed necessary by the Men's Club President. / 6/15/2022

Exams

• S66 Uniform Combined State Law Examination
  2013-11-04

Other Names

• Daniel A Levy
• Daniel A Levy