DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Edward Kelly Levi
Feed of 09/14/2026
At current firm
7 y
since Nov 13, 2018
In the industry
36 y
since Apr 23, 1990 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lazari Capital Management, Inc. independent RIA currentsince Nov 13, 2018 · Burbank, Ca
- Oakshore Partners, LLC formerDec 9, 2016 to Jun 21, 2017 · Beverly Hills, Ca
- Beverly Hills Wealth Management, LLC formerMay 27, 2015 to Oct 5, 2018 · Beverly Hills, Ca
- Morgan Stanley wirehouseJun 1, 2009 to May 7, 2015 · Beverly Hills, Ca
- Morgan Stanley & Co. LLC unclassifiedJun 1, 2007 to Jun 1, 2009 · Beverly Hills, Ca
- Citigroup Global Markets Inc. BD affiliatedJul 8, 1997 to Jun 14, 2007 · Beverly Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- Beverly Hills Wealth Management, LLC to Oakshore Partners, LLCleft Oct 5, 2018, registered Dec 9, 2016 (-665 days) · Other
- Oakshore Partners, LLC to Lazari Capital Management, Inc.left Jun 21, 2017, registered Nov 13, 2018 (510 days) · Other
- Morgan Stanley to Beverly Hills Wealth Management, LLCleft May 7, 2015, registered May 27, 2015 (20 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Citigroup Global Markets Inc. to Morgan Stanley & Co. LLCleft Jun 14, 2007, registered Jun 1, 2007 (-13 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address