Daniel Levy is a registered investment advisor, based in Schaumburg, IL, with 9 years of industry experience.
Location
1827 Walden Office Sq, #500, Schaumburg, IL, 60173
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel works full-time as a Wealth Advisor at Kuhn Wealth Management since 2019. This activity is investment-related.
Employment History
Current Registrations
Dai Securities, LLCBroker
February 2020 - Present · 6 yrs 2 mos
Kuhn Wealth Management INC.
August 2019 - Present · 6 yrs 8 mos
Previous Registrations
Concorde Asset Management, LLC
April 2019 - April 2019 · 0 mos
Concorde Investment Services, LLCBroker
February 2019 - February 2020 · 1 yr
T3 Trading Group, LLCBroker
April 2018 - January 2019 · 9 mos
Tmt Investments, LLCBroker
January 2012 - April 2013 · 1 yr 3 mos
State Registrations1 state
IL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.