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RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

DAVID BERNARD LEVINSON

Advisor at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

NEWPORT BEACH, CA | LISLE, IL

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Search this name across graphsid dfx:ria:7c711aad-c466-7329-acd3-8fd928d69f2d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 4, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 4, 1981earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 4, 1981
First registration: May 4, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 705929

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC	Independent wealth	Jul 23, 2020	n/a	yes	NEWPORT BEACH, CA\|LISLE, IL	Current employment
WESTPARK CAPITAL, INC.	Independent wealth	Mar 27, 2019	Apr 28, 2020	no	Irvine, CA	Previous registration
NEWPORT COAST ASSET MANAGEMENT	Former SEC adviser	Jan 9, 2008	Jul 20, 2016	no	IRVINE, CA\|IRVINE, CA\|NEW YORK, NY	Previous registration
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Aug 9, 2007	Jan 15, 2008	no	NEWPORT BEACH, CA	Previous registration
WEDBUSH SECURITIES INC.	Bd affiliated wealth	Jun 27, 2007	Jul 16, 2007	no	PASADENA, CA	Previous registration
BROOKSTREET SECURITIES CORPORATION	n/a	May 4, 2006	Jul 12, 2007	no	NEWPORT BEACH, CA\|WESTLAKE VILLAGE, CA\|NEWPORT BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTPARK CAPITAL, INC.	CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC	Apr 28, 2020	Jul 23, 2020	86	Firm change	Other
NEWPORT COAST ASSET MANAGEMENT	WESTPARK CAPITAL, INC.	Jul 20, 2016	Mar 27, 2019	980	Firm change after gap	Other
B. RILEY WEALTH ADVISORS, INC.	NEWPORT COAST ASSET MANAGEMENT	Jan 15, 2008	Jan 9, 2008	-6	Firm change	Other
WEDBUSH SECURITIES INC.	B. RILEY WEALTH ADVISORS, INC.	Jul 16, 2007	Aug 9, 2007	24	Firm change	Other
BROOKSTREET SECURITIES CORPORATION	WEDBUSH SECURITIES INC.	Jul 12, 2007	Jun 27, 2007	-15	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
39914:123483:CA:2020-04-28	Apr 28, 2020	Jul 23, 2020	IRVINE, CA	Firm change
16944:39914:NY:2016-07-20	Jul 20, 2016	Mar 27, 2019	NEW YORK, NY	Firm change after gap

Relationships

Registered with (6)

→ CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jul 23, 2020 to presentfactForm ADV
→ WESTPARK CAPITAL, INC.Registered adviserregistration: previous registration
Mar 27, 2019 to Apr 28, 2020factForm ADV
→ NEWPORT COAST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 9, 2008 to Jul 20, 2016factForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 9, 2007 to Jan 15, 2008factForm ADV
→ WEDBUSH SECURITIES INC.Registered adviserregistration: previous registration
Jun 27, 2007 to Jul 16, 2007factForm ADV
→ BROOKSTREET SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 4, 2006 to Jul 12, 2007factForm ADV

Dated events

No dated event names this entity yet.