David Bernard Levinson

Current Employers

Chicago Capital Management Advisors, Llc

4722 Main Street, Lisle, IL 60532 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2020-11-18
CA	RA	APPROVED	2020-07-23

CO RA
APPROVED

Since 2020-11-18
CA RA
APPROVED

Since 2020-07-23

Branch Locations

Newport Beach, CA • United States

4722 Main Street, Lisle, IL 60532 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Grant Bettingen, Inc./Neport Coast Securities, Inc.	Newport Beach	CA	12/2007	Present

12/2007 → Present

Grant Bettingen, Inc./Neport Coast Securities, Inc.

Newport Beach, CA

Previous Registrations

2019-03-27 → 2020-04-28

Westpark Capital, Inc.

Irvine, CA
2008-01-09 → 2016-07-20

Newport Coast Securities, Inc.

Irvine, CA

Irvine, CA

New York, NY
2007-08-09 → 2008-01-15

B. Riley Wealth Advisors, Inc.

Newport Beach, CA
2007-06-27 → 2007-07-16

Wedbush Securities Inc.

Pasadena, CA
2006-05-04 → 2007-07-12

Brookstreet Securities Corporation

Newport Beach, CA

Westlake Village, CA

Newport Beach, CA

Other Businesses

Newport Global Real Estate Advisors, LLC; Investment Related; Advisor; 3000 Park Newport, Unit 105, Newport Beach, CA 92660; Approx 5 hr/mo 5 hr occur during market hours; Finder for Real Estate brokers

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-03
S63	Uniform Securities Agent State Law Examination	1981-12-04

S66 Uniform Combined State Law Examination

2006-06-03
S63 Uniform Securities Agent State Law Examination

1981-12-04

View on SEC IAPD