Leon Harry Levinson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/1983 → Present
  Sun Life Assur. Co. Of Canada
  Wellesley Hills, MA
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Houston, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2004-07-27 → 2025-01-24
  Osaic Fs, Inc.
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1. LEON H LEVINSON, CLU POSITION: Self NATURE: Life Settlements INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/25/2012 ADDRESS: 4848 Loop Central Dr, Suite 1005, Houston, TX 77081 DESCRIPTION: Submit client policy information life settlement brokerage houses for quotes. 2. LEON H LEVINSON, CLU POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/1983 ADDRESS: 4848 Loop Central Dr, Suite 1005, Houston, TX 77081 DESCRIPTION: Sell life insurance and annuities along with disability income insurance and health insurance 3. LEON LEVINSON POSITION: agent NATURE: to sell existing life policies for the benefit of my policyholders when needed INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2014 ADDRESS: 4848 Loop Central Dr, Ste 1005, Houston TX 77081, United States DESCRIPTION: solicit the sales of insurance products and securities

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-19
• S63 Uniform Securities Agent State Law Examination
  1984-06-15