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Debra Ann Levine

Guidance Point Retirement Services, LLC

Portland, ME

El Dorado Hills, CA

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Current Employers
Guidance Point Retirement Services, Llc

136 Commercial Street Suite 301, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-01-16
ME RA APPROVED 2015-03-25
  • CA RA
    APPROVED
    Since 2018-01-16
  • ME RA
    APPROVED
    Since 2015-03-25

Branch Locations

136 Commercial Street Suite 301, Portland, ME 04101 • United States

El Dorado Hills, CA • 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
Guidance Point Retirement Services, Llc Portland ME 01/2015 Present
Dal Pension, Llc El Dorado Hills CA 07/2007 04/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-24
S63 Uniform Securities Agent State Law Examination 1996-01-24
  • S65 Uniform Investment Adviser Law Examination
    2015-02-24
  • S63 Uniform Securities Agent State Law Examination
    1996-01-24

View on SEC IAPD

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