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Advisor at LEVENSON WEALTH LLC
Newtonville, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LEVENSON WEALTH LLC | Independent wealth | Jul 6, 2017 | n/a | yes | Newtonville, MA | Current employment |
| BRAVER WEALTH MANAGEMENT, LLC | Former SEC adviser | May 21, 2007 | Feb 2, 2017 | no | NEEDHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRAVER WEALTH MANAGEMENT, LLC | LEVENSON WEALTH LLC | Feb 2, 2017 | Jul 6, 2017 | 154 | Firm change | Other |