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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
630 Johnson Avenue Suite 106, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen Levine & Assoc. Ltd | Commack | NY | 10/1976 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: STEPHEN LEVINE & ASSOCIATES LTD ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR TAX PURPOSES ONLY ; POSITION/TITLE/RELATIONSHIP: OWNER ; START DATE: 01/1978 ; APX NUMBER OF HOURS PER WEEK: NA ; APX NUMBER OF HOURS DURING TRADING HOURS: NA ; BRIEF DESCRIPTION OF DUTIES: DBA FOR TAX PURPOSES ONLY 2. INDEPENDENT INSURANCE AGENT LIFE/ACCIDENT/HEALTH BEGAN 01/1981, 1HR/WKDY ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-05 |
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