Andrew Weiss Levy

Current Employers

Employment History

• 08/2005 → Present
  Oppenheimer & Co. Inc.
  Scottsdale, AZ

Other Businesses

1. GENERAL PARTNER WITH DE KORTE ENTERPRISES LLLP, A FAMILY OWNED LIMITED LIABILITY PARTNERSHIP. LIMITED LIABILITY LTD. 3. INDIAN TRAILS DEVELOPMENT COMPANY, NOT BUSINESS RELATED. A FAMILY LLC ESTABLISHED BY MY FATHER. A MEMBER OF THE FAMILY LLC WITH MY FATHER AND BROTHER. 10 HOURS PER MONTH DEVOTED TO THE BUSINESS. ONLY IF TRADES NEED TO BE ENTERED AFTER CONVERSATION WITH MY FATHERS AND BROTHERS ARE HOURS DEVOTED DURING SECURITIES TRADING. 4. SUNFLOWER PROPERTIES LLC. REAL ESTATE. SUNFLOWER PROPERTIES LLC, 24 W. CAMELBACK ROAD #A542, PHOENIX, AZ 85013. INVESTS IN HOUSES FOR RENTAL OR TO BUY, FIX-UP AND SELL. MEMBER. MY WIFE AND I ARE THE ONLY TWO MEMBERS OF THE LLC, EACH OWNING 50%. START DATE: 1/2/2016. NONE AT THIS TIME-THE LLC IS INACTIVE. IF A PROPERTY IS PURCHASED, COULD BE 15-20 HOURS PER WEEK-PRIMARILY ON WEEKENDS. NONE. THE LLC PURCHASES HOMES FOR RENTAL PROPERTY OR TO FIX UP AND SELL. 5. ANDREW LEVY, TTEE O/T HARRISON & ZOE W LEVY TR, UAD 11/20/1990, FBO BENJAMIN M. LEVY. 6. ANDREW LEVY, TTEE O/T HARRISON & ZOE W LEVY TR, UAD 06/12/1993, FBO SAMUEL N. LEVY. 7. ANDREW LEVY, TTEE O/T HARRISON & ZOE W LEVY TR, UAD 07/12/1989, FBO MATTHEW L. LEVY. MY PARENTS CREATED TRUSTS FOR EACH OF THEIR GRAND CHILDREN. ANDREW LEVY, TRUSTEE, 246 W. FLYNN LANE, PHOENIX, AZ 8513. 8. TRUSTEE OF DECEASED PARENTS TRUST FBO MY SONS, BENJAMIN, SAMUEL AND MATTHEW LEVY. TRUSTEE. LIFE. TRUST ESTABLISHED IN 80'S AND 90'S. ONE HOUR PER MONTH, NONE DURING TRADING HOURS. MY PARENTS CREATED A TRUST FOR EACH OF THEIR GRANDCHILDREN. THEY APPOINTED EACH BROTHER TO BE TTEE OF THEIR CHILDREN'S TRUST. 9. ANDREW W & SUSAN F LEVY CO. TRUSTEES ANDREW W. LEVY EXEMPT TRUST UNDER THE LEVY FAMILY TRUST AS AMENDED DATED 8/28/92. THIS IS A TRUST FOR ME AND MY WIFE. THE STOCKS, BONDS, AND MUTUAL FUNDS IN THIS TRUST ARE INDIVIDUALLY MANGED BY ME AS MY WIFE AND I ARE TRUSTEES. THE ADDRESS FOR THE TRUST IS MY P.O. BOX. I HAVE BEEN MANAGING THE STOCKS, BONDS, AND MUTUAL FUNDS IN THIS TRUST SINCE 8/28/92. THE AVERAGE TIME SPENT MANAGING THIS IS LESS THAN FIFTEEN MINUTES PER MONTH. 10. ANDREW W. LEVY TRUSTEE OF THE I. HARRISON & ZOE W. LEVY TRUST DATED 6/12/93 FOR THE BENEFIT OF SAMUEL N. LEVY. THIS IS A TRUST FOR MY SON. THE STOCKS, BONDS, AND MUTUAL FUNDS IN THIS TRUST ARE INDIVIDUALLY MANAGED BY ME AS I AM THE TRUSTEE. THE ADDRESS FOR THE TRUST IS MY HOME ADDRESS. I HAVE BEEN MANAGING THE STOCKS, BONDS, AND MUTUAL FUNDS IN THIS TRUST SINCE 6/12/93. THE AVERAGE TIME SPENT MANAGING THIS TRUST IS LESS THAN TEN MINUTES PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-14
• S63 Uniform Securities Agent State Law Examination
  1983-07-21