Conrad Brian Levesque

Current Employers

Employment History

• 04/2017 → 09/2017
  Mass Mutual
  Marietta, GA
• 06/2017 → 09/2017
  Mml Investors Services Llc
  Marietta, GA
• 05/2016 → 06/2017
  Levesque & Associates, Inc.
  Marietta, GA
• 05/2014 → 12/2016
  Voya Financial
  Atlanta, GA
• 10/2017 → 04/2020
  J.W. Cole Financial, Inc.
  Tampa, FL
• 10/2017 → 04/2020
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 05/2020 → 12/2021
  Southport Capital
  Atlanta, GA
• 01/2022 → 03/2026
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Marietta, GA
• 05/2015 → 08/2025
  Levesque And Associates
  Marietta, GA
• 08/2023 → 08/2025
  Alison Wealth Management (D.b.a. For Advisory Business)
  Marietta, GA
• 09/2025 → 03/2026
  Delvr Wealth, Llc (D.b.a. For Advisory Business)
  Marietta, GA
• 03/2026 → Present
  Savvy
  Powder Springs, GA

Previous Registrations

• 2022-01-10 → 2026-03-18
  Prosperity Capital Advisors
  Marietta, GA
  Westlake, OH
  Marietta, GA
• 2020-05-27 → 2022-01-05
  Southport Capital
  Atlanta, GA
• 2017-10-07 → 2020-05-04
  J. W. Cole Advisors, Inc.
  Marietta, GA
  Tampa, FL

Other Businesses

1) Conrad Levesque is the owner of DeLVR Wealth, Tax & Advisory, Inc. at 531 Roselane Street NW, Suite 400-204, Marietta, GA 30060. Mr. Levesque performs tax preparation and planning services, business advisory services including fractional CFO services through this company and spends approximately 10 hours per month on this activity during trading hours. This is not an investment related activity. 2) Conrad Levesque is the Owner of DeLVR Wealth, LLC, Marietta, GA, serves as DBA entity for work at Savvy, Advisor, 03/16/2026, 40 hours/week (during trading, same hours and role as at Savvy, this is the DBA for this role).

Exams

• S66 Uniform Combined State Law Examination
  2017-08-14

Designations

Other Names

• Conrad Levesque