Curtis Ray Levalley

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 08/2017 → Present
  Levalley Wealth Management
  Lincoln, NE
• 11/2018 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Charleston, SC
  Lincoln, NE
  Nashville, TN
  Gold River, CA
• 2013-06-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  San Diego, CA
  Lincoln, NE
  Lincoln, NE
• 2011-01-03 → 2013-05-07
  Wells Fargo Clearing Services, Llc
  Lincoln, NE
• 2007-10-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Lincoln, NE

Other Businesses

1) LEVALLEY WEALTH MANGEMENT POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2013 ADDRESS: 5700 Old Cheney Road, Suite 3, Lincoln NE 68516, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 2) LEVALLEY WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2013 ADDRESS: 5700 Old Cheney Road, Suite 3, Lincoln NE 68516, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 3)CURT LEVALLEY POSITION: Backup Trustee NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2023 ADDRESS: 6215 South 44th Street, Lincoln NE 68516, United States DESCRIPTION: I am backup trustee for my mother, Joan LeValley. I am a partial beneficiary of her estate. I am the representative of record on her investment accounts. 4)CURT LEVALLEY POSITION: Power of Attorney Financial, Power of Attorney Health Care NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2023 ADDRESS: 6215 South 44th Street, Lincoln NE 68516, United States DESCRIPTION: I am the Financial Power of Attorney and Power of Attorney for Health Care for my mother, Joan LeValley. I am a partial beneficiary of her estate. I am the representative of record on her investment accounts. 5) CURT LEVALLEY FINANCIAL CONSULTING, LLC POSITION: Part-owner NATURE: LLC for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2013 ADDRESS: 5700 Old Cheney Road, Suite 3, Lincoln NE 68516, United States DESCRIPTION: Name on tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-04
• S63 Uniform Securities Agent State Law Examination
  1985-07-24

Designations

Other Names

• Curt Ray Levalley