Richard Scott Levin

Current Employers

Employment History

• 08/2013 → 01/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2017 → 06/2017
  Principal Life Insurance Company
  Roseville, CA
• 01/2017 → 06/2017
  Principal Securities Inc
  Roseville, CA
• 04/2020 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 07/2017 → 10/2019
  Capitol Planning Group
  Sacramento, CA
• 12/2019 → 04/2020
  Rollins Inc.
  20946 Corsair Blvd., CA
• 07/2020 → 02/2022
  Bank Of America, N.A.
  Sacramento, CA
• 03/2022 → Present
  Fidelity Investments
  Roseville, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Roseville, CA
• 2020-07-06 → 2022-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Sacramento, CA

Other Businesses

OBA-118911|OrgNmn:Radio Panic|Org Addr:Colfax,California,US|OBA Nature:Playing live and recording mus|Invst Rel:N|Title:Drummer/singer|Duties:Practicing with the band several times a month in the evenings/weekends. Writing and recording music at my home studio. Very occasional live s|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-07-03
• S63 Uniform Securities Agent State Law Examination
  2015-01-10

Designations

Other Names

• Richard Scott Levin
• Rick Levin
• Rick Scott Levin
• Rick Levin
• Rick Levin
• Richard S Levin
• Richard Levin