Peter Levine

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 02/2015 → 10/2016
  Td Ameritrade, Inc.
  Forest Hills, NY
• 10/2016 → 10/2019
  Hsbc
  Massapequa, NY
• 10/2016 → 10/2019
  Hsbc Securities Usa, Inc
  Massapequa, NY
• 02/2015 → 10/2016
  Amerivest Investment Management Llc
  Forest Hills, NY
• 11/2019 → 12/2019
  Unemployed
  Forrest Hills, NY
• 01/2020 → 09/2022
  Jp Morgan Chase Bank, N.A.
  Brooklyn, NY
• 01/2020 → 09/2022
  Jp Morgan Securities, Llc
  Brooklyn, NY
• 03/2011 → Present
  Fdm Associates Inc Dba Spar Field Services Inc
  Red Bank, NJ
• 09/2019 → 05/2022
  Hospitality Staffing Llc
  New York, NY
• 05/2022 → Present
  Planit New York Staffing
  Corona, NY
• 09/2022 → Present
  Infinex Investments, Inc
  Meriden, CT
• 09/2022 → Present
  Apple Bank
  Forest Hills, NY

Previous Registrations

• 2020-01-24 → 2022-09-18
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 2016-11-14 → 2019-11-04
  Hsbc Securities (Usa) Inc.
  Levittown, NY
  Massapequa, NY
  Merrick, NY
  Oceanside, NY
• 2015-03-02 → 2016-10-04
  Td Ameritrade, Inc.
  Forest Hills, NY
  Forest Hills, NY
• 2015-03-06 → 2016-10-04
  Td Ameritrade Investment Management, Llc
  Forest Hills, NY
  Forest Hills, NY
• 2012-09-11 → 2015-02-03
  Hsbc Securities (Usa) Inc.
  Bronx, NY
  Bronx, NY
  Long Island City, NY
  Bronx, NY
  Brooklyn, NY
  Woodside, NY

Other Businesses

Entity Name: Planit New York Staffing Investment related: No Address: 108-21 Corona 51st ave. Corona N.Y. 11368 Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 05/14/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a staffing company that hires waiters and bartenders for events. I will be working as a waiter and bartender. ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: FDM ASSOCIATES INC DBA SPAR FIELD SERVICES INC. POSITION: MERCHANDISER START DATE: 3/1/2011 ADDRESS: 81 Red Bank N.J. DETAILS: MERCHANDISING SUPERMARKETS AND DRUGSTORES. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-09-10
• S63 Uniform Securities Agent State Law Examination
  1986-11-06

Other Names

• Peter Levine
• Peter A Levine