RS
Richard Steven Levenson
CRD 1683935
Firms
| Firm | Role | As of |
|---|---|---|
| Western Financial Corporation | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Western Financial Corporation
President, Ceo, Cco & Cio (Since 12/2016), Trustee Of The Richard S. Levenson Trust U/A 12/02/2014 (Since 04/2015) · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗