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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Brandon Levine

Advisor at CONTINUUM ADVISORY, LLC

New York, NY | Stowe, VT | Bozeman, MT | EAGLE, ID

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Search this name across graphsid dfx:ria:a6426b37-2535-dbab-1f69-e9c0c93f9798

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 3, 2022 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: CONTINUUM ADVISORY, 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: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 22, 2021
First registration: Jan 3, 2022
Dual registered: no
Other names: Brandon T Levine
IAPD individual key: 7266184

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
CONTINUUM ADVISORY, LLC	Independent wealth	Jun 17, 2024	n/a	yes	New York, NY\|Bozeman, MT\|Stowe, VT\|EAGLE, ID	Current employment
TRIVIUM POINT ADVISORY, LLC	Independent wealth	Dec 15, 2023	May 14, 2024	no	White Plains, NY\|WILTON, CT	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 14, 2023	May 29, 2024	no	WHITE PLAINS, NY	Previous registration
CONTINUUM ADVISORY, LLC	Independent wealth	Jan 3, 2022	Jun 26, 2023	no	EAGLE, ID	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
LPL FINANCIAL LLC	TRIVIUM POINT ADVISORY, LLC	May 29, 2024	Dec 15, 2023	-166	Firm change after gap	Ibd to RIA
TRIVIUM POINT ADVISORY, LLC	CONTINUUM ADVISORY, LLC	May 14, 2024	Jun 17, 2024	34	Firm change	RIA to RIA
CONTINUUM ADVISORY, LLC	LPL FINANCIAL LLC	Jun 26, 2023	Jun 14, 2023	-12	Firm change	RIA to ibd

Relationships

Registered with (3)

→ CONTINUUM ADVISORY, LLCRegistered adviserregistration: previous registration
Jan 3, 2022 to Jun 26, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 14, 2023 to May 29, 2024factForm ADV
→ TRIVIUM POINT ADVISORY, LLCRegistered adviserregistration: previous registration
Dec 15, 2023 to May 14, 2024factForm ADV

Dated events

Occurred
May 29, 2024
Advisor changed firm
Brandon Levine left Lpl Financial Llc for Trivium Point Advisory, Llc (registered 2023-12-15)
Form ADVobserved 4 days ago
Occurred
May 14, 2024
Advisor changed firm
Brandon Levine left Trivium Point Advisory, Llc for Continuum Advisory, Llc (registered 2024-06-17)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2023
Advisor changed firm
Brandon Levine left Continuum Advisory, Llc for Lpl Financial Llc (registered 2023-06-14)
Form ADVobserved 4 days ago