Alan Jay Levine

Current Employers

Employment History

• 08/1989 → Present
  Diversified Financial Consultants, Inc.
  Whippany, NJ
• 05/2010 → Present
  Lpl Financial Llc
  Whippany, NJ

Previous Registrations

• 2002-07-30 → 2010-05-04
  Cetera Wealth Services, Llc
  Florham Park, NJ
  Florham Park, NJ

Other Businesses

1. 04/05/2010 - DIVERSIFIED FINANCIAL CONSULTANTS, LLC - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 06/22/2010 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - 1% TIME SPENT - PHYLLIS LEVINE, HOWARD LEVINE TRUSTEE - MARITAL TRUST, IRREVOCABLE TRUST, CREDIT SHELTER TRUST, VIOLA STEINBAUM IRREV TRUST, 1984 TRUST 3. 06/24/2010 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - 1%TIME SPENT - HOWARD LEVINE IRREVOCABLE TRUST DTD 07-30-04 ALAN JAY LEVINE AND STEVEN M. LEVINE FAMILY 4. 03/16/2011 - LEVINE FAMILY REALTY CO, LLC - INV REL - OTHER-REAL ESTATE DEVELOPMENT - 1% TIME SPENT - THE PURPOSE OF THIS ACCOUNT IS TO BUILD OUR PROPERTY. 5. 03/18/2011 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - 1% TIME SPENT - HOWARD LEVINE - MY FATHER'S TRUST 6. 03/18/2011 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - 1% TIME SPENT - HOWARD LEVINE - I'M HIS SON 7. 03/18/2011 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - 1% TIME SPENT - HOWARD M LEVINE - I'M HIS SON. 8. 03/18/2011 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - 1% TIME SPENT - LEVINE FAMILY TRUST - FAMILY TRUST FOR THE FAMILY I AM A MEMBER OF. 9. 4/11/2018 - Diversified Financial Consultants, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/15/10 - 5 Hours Per Month/2 Hours During Securities Trading. 10. 01/09/2024 - Diversified Financial Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/31/2023 - 5 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-12-09

Designations