Donn Sandy Levine

Current Employers

Employment History

• 02/2015 → 07/2019
  Securian Financial Services Inc
  St. Paul, MN
• 02/2015 → 07/2019
  Minnesota Life
  St. Paul, MN
• 02/2015 → 07/2019
  Sgc Financial
  San Mateo, CA
• 09/2013 → 05/2025
  Castilleja High Scool
  Palo Alto, CA
• 07/2019 → 01/2024
  Woodbury Financial Services Inc
  San Ramon, CA
• 01/2024 → 07/2026
  Osaic Wealth, Inc.
  San Ramon, CA
• 05/2016 → Present
  “Outwit The Yips” (Book)
  Belmont, CA
• 07/2026 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 07/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-19 → 2026-07-27
  Osaic Wealth, Inc.
  San Ramon, CA
• 2019-07-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  San Ramon, CA
• 2015-02-11 → 2019-07-17
  Securian Financial Services, Inc.
  San Mateo, CA
• 2004-02-19 → 2014-12-31
  New England Securities
  Foster City, CA
  Foster City, CA
• 1998-01-02 → 2002-11-19
  Ws Griffith Securities, Inc.
  San Francisco, CA

Other Businesses

1.NAME OF OTHER BUSINESS: BAY AREA WEALTH MANAGEMENT GROUP investment RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH MANAGEMENT START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: Financial advisor APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: provide advice to clients; 2. NAME OF OTHER BUSINESS: “Outwit the yips” (book) INVESTMENT RELATED: NO ADDRESS: belmont, ca NATURE OF BUSINESS: published book for golf instruction START DATE: 05/2016 POSITION/TITLE/RELATIONSHIP: owner/author APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: authored book in 2016 for golfing instructions, no ongoing activities;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-29

Designations

Other Names

• Donn Sandy Levin
• Donn S Levine