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.

Current firm

SUNCOAST CAPITAL MANAGEMENT

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 15, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jan 15, 1993

First registration

Apr 15, 2008

Dual registered

no

Other names

GREG R LEVINSON|GREGORY ROBERT LEVINSON|Greg Levinson

IAPD individual key

2224846

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b16a3fd5-7bb8-3f19-0dfb-4f4d8aca2db5

First observed

Apr 15, 2008

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.