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Steven Mario Levenson

Western Financial Corporation

Eagle, ID

San Diego, CA

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Current Employers
Western Financial Corporation

13400 Sabre Springs Parkway Ste. 170, San Diego, CA 92128 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-07-14
CA RA APPROVED 2019-12-03
  • ID RA
    APPROVED
    Since 2025-07-14
  • CA RA
    APPROVED
    Since 2019-12-03

Branch Locations

Eagle, ID • United States

13400 Sabre Springs Parkway Ste. 170, San Diego, CA 92128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Arizona University Flagstaff AZ 08/2015 05/2017
Western Financial Corporation San Diego CA 07/2017 01/2023
Western Financial Corporation San Diego CA 01/2023 07/2025
Clearwater Analytics Boise ID 04/2024 07/2025
Western Financial Corporation San Diego CA 07/2025 Present
Ycharts, Inc. Chicago IL 12/2022 04/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-03
S63 Uniform Securities Agent State Law Examination 2017-11-10
  • S65 Uniform Investment Adviser Law Examination
    2019-12-03
  • S63 Uniform Securities Agent State Law Examination
    2017-11-10

View on SEC IAPD

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