Daniel Bennett Goldman Levine

Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  U.S. Bancorp Advisors, Llc
  Palm Springs, CA
• 03/2026 → Present
  U.S. Bank
  Palm Springs, CA

Previous Registrations

• 2021-03-08 → 2026-03-17
  J.P. Morgan Securities Llc
  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
  Mml Investors Services, Llc
  Palm Desert, CA
  La Jolla, CA
  Indian Wells, CA
  Palm Desert, CA
• 2007-03-20 → 2010-09-09
  Eagle Strategies Llc
  Palm Desert, CA
  Indian Wells, CA
  Victorville, CA

Exams

• 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