JD
John David Levin
CRD 2033204
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Levin Funding Group Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Levin Funding Group Llc
Managing Member · Less than 5% · Mar 2024
-
Levin Funding Group Llc
Trustee · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗