Edward Kelly Levi

Current Employers

Lazari Capital Management, Inc.

3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-11-13

CA RA
APPROVED

Since 2018-11-13

Branch Locations

3500 W. Olive Ave Suite 730, Burbank, CA 91505 • 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
Beverly Hills Wealth Management	Beverly Hills	CA	05/2015	10/2018
Oak Shore Partners, Llc	Beverly Hills	CA	12/2016	06/2017
Lazari Capital Management, Inc.	Woodland Hills	CA	11/2018	Present

05/2015 → 10/2018

Beverly Hills Wealth Management

Beverly Hills, CA
12/2016 → 06/2017

Oak Shore Partners, Llc

Beverly Hills, CA
11/2018 → Present

Lazari Capital Management, Inc.

Woodland Hills, CA

Previous Registrations

2015-05-27 → 2018-10-05

Beverly Hills Wealth Management, Llc

Beverly Hills, CA

Beverly Hills, CA
2016-12-09 → 2017-06-21

Oakshore Partners, Llc

Beverly Hills, CA
2009-06-01 → 2015-05-07

Morgan Stanley

Beverly Hills, CA
2007-06-01 → 2009-06-01

Morgan Stanley & Co. Llc

Beverly Hills, CA
1997-07-08 → 2007-06-14

Citigroup Global Markets Inc.

Beverly Hills, CA

Beverly Hills, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-04-23

S63 Uniform Securities Agent State Law Examination

1990-04-23

View on SEC IAPD

Current Employers

Lazari Capital Management, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

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