Unclaimed Profile

David Harvey Levine

KEATS, CONNELLY AND ASSOCIATES, LLC·PHOENIX, Arizona

Series 65Clean record19 years registeredKEATS, CONNELLY AND ASSOCIATES, LLC

3336 N. 32ND STREET, PHOENIX, AZ 85018-6241CRD# 5217790Firm CRD# 148884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Harvey Levine · PHOENIX, AZ

Registration

CRD #5217790 · KEATS, CONNELLY AND ASSOCIATES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEATS, CONNELLY AND ASSOCIATES, LLC

KEATSCONNELLY

Mar 2009 – Sep 2017

BOYNTON BEACH, FL

KEATS CONNELLY AND ASSOCIATES INC.

Jan 2007 – Dec 2009

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 25, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEATS, CONNELLY AND ASSOCIATES, LLC

CRD 148884 · SEC 801-69866

Employees

Total firm employees

Services offered by KEATS, CONNELLY AND ASSOCIATES, LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

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Introduction

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Frequently Asked Questions

What services does David Harvey Levine offer?

David Harvey Levine specializes in Financial Planning.

What are David Harvey Levine's credentials?

David Harvey Levine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Harvey Levine located?

David Harvey Levine is based in PHOENIX, Arizona, last registered with KEATS, CONNELLY AND ASSOCIATES, LLC.

How does David Harvey Levine charge for services?

David Harvey Levine's firm is compensated through hourly charges, subscription fees, other: adviser referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEATS, CONNELLY AND ASSOCIATES, LLC?

KEATS, CONNELLY AND ASSOCIATES, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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