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Maxwell Emerson Levi

Perennial

New York, NY

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Current Employers
Perennial

1350 Avenue Of The Americas Suite 1920, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-18
  • NY RA
    APPROVED
    Since 2023-10-18

Branch Locations

1350 Avenue Of The Americas Suite 1920, New York, NY 10019 • 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
Perennial Advisors New York NY 07/2023 Present
Student Austin TX 08/2004 05/2023
  • 07/2023 → Present
    Perennial Advisors
    New York, NY
  • 08/2004 → 05/2023
    Student
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-06
  • S65 Uniform Investment Adviser Law Examination
    2023-10-06

View on SEC IAPD

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