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Daniel Bennett Goldman Levine

U.S. Bancorp Advisors, LLC

Palm Springs, CA

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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-25
  • CA RA
    APPROVED
    Since 2026-03-25

Branch Locations

500 S Indian Canyon Dr, Palm Springs, CA 92264 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Investment Management Llc Indian Wells CA 08/2015 01/2021
Td Ameritrade Indian Wells CA 08/2015 01/2021
Td Ameritrade Indian Wells CA 08/2015 12/2020
Aflac Field Force San Diego CA 12/2010 12/2019
Jp Morgan Chase Bank La Quinta CA 01/2021 03/2026
Jp Morgan Securities La Quinta CA 01/2021 03/2026
U.S. Bancorp Advisors, Llc Palm Springs CA 03/2026 Present
U.S. Bank Palm Springs CA 03/2026 Present
  • 08/2015 → 01/2021
    Td Ameritrade Investment Management Llc
    Indian Wells, CA
  • 08/2015 → 01/2021
    Td Ameritrade
    Indian Wells, CA
  • 08/2015 → 12/2020
    Td Ameritrade
    Indian Wells, CA
  • 12/2010 → 12/2019
    Aflac Field Force
    San Diego, CA
  • 01/2021 → 03/2026
    Jp Morgan Chase Bank
    La Quinta, CA
  • 01/2021 → 03/2026
    Jp Morgan Securities
    La Quinta, CA
  • 03/2026 → Present
    Palm Springs, CA
  • 03/2026 → Present
    U.S. Bank
    Palm Springs, CA
Previous Registrations
  • 2021-03-08 → 2026-03-17
    La Quinta, CA
    Palm Desert, CA
  • 2015-08-05 → 2021-01-11
    Td Ameritrade, Inc.
    Indian Wells, CA
  • 2015-08-05 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Indian Wells, CA
  • 2014-03-04 → 2015-07-30
    Cuso Financial Services, L.P.
    Rancho Mirage, CA
    Indio, CA
    Riverside, CA
    Hemet, CA
    Murrieta, CA
    Riverside, CA
    Riverside, CA
    Corona, CA
    Riverside, CA
  • 2010-10-22 → 2014-03-10
    Palm Desert, CA
    La Jolla, CA
    Indian Wells, CA
    Palm Desert, CA
  • 2007-03-20 → 2010-09-09
    Palm Desert, CA
    Indian Wells, CA
    Victorville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-15
S63 Uniform Securities Agent State Law Examination 1986-02-05
  • S66 Uniform Combined State Law Examination
    2007-03-15
  • S63 Uniform Securities Agent State Law Examination
    1986-02-05
Other Names
  • Daniel Bennett Goldman Levine
  • Daniel Bennett Goldman Levine
  • Daniel Bennett Goldman Levine
  • Daniel B.G. Levine
  • Daniel B. G. Levine

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