Kimberly A. Levin
Professional summary
Kimberly Ann Levin, who also goes by Kimberly Ann Greenwood, is a registered financial professional currently at CORPORATE FINANCE SECURITIES, INC. located in Minneapolis, Minnesota.
Kimberly is registered as a RR (Registered Representative) and started their career in finance in 1984. Kimberly has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 62, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kimberly Ann Levin's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2010 - Present
CORPORATE FINANCE SECURITIES, INC.
Office #1: 3033 Campus Drive Suite W100, Minneapolis, MN 55411Office #2: 200 East Campus View Blvd. Suite 200, Columbus, OH 43235Office #3: 120 Vantis Drive Suite 300, Aliso Viejo, CA 92656May 14, 1988 - October 25, 1988
LEHMAN BROTHERS INC.
October 25, 1984 - May 14, 1988
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/28/2010)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 62
Date: 4/1/2010
Corporate Securities Limited Representative ExaminationFINRA
Current Firm
CORPORATE FINANCE SECURITIES, INC.
CRD#: 143453 / SEC#: , 8-67566
Contact information
FINRA licenses (28 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ACADEMY ASSOCIATES LLC | SHAREHOLDER | |
| CENTAURUS PARTNERS, LLC | SHAREHOLDER | |
| CORPORATE FINANCE ASSOCIATES MINNESOTA, INC. | SHAREHOLDER | |
| CORPORATE FINANCE ASSOCIATES NEW ENGLAND, LLC | SHAREHOLDER | |
| CORPORATE FINANCE ASSOCIATES, INC. A TEXAS CORPORATION | SHAREHOLDER | |
| CORPORATE FINANCE ASSOCIATES, LLC | SHAREHOLDER | |
| HEYDENRYCH FAMILY TRUST | SHAREHOLDER | |
| POWELL, PATRICK SCOTT | SHAREHOLDER | 5778669 |
| AARKENSTONE QUEST, LLC | SHAREHOLDER | |
| HEYDENRYCH, HELENA JOANNA | PRINCIPAL OPERATIONS OFFICER, TRUSTEE | 5305105 |
| HEYDENRYCH, PETER MICHAEL | PRINCIPAL OPERATIONS OFFICER,FINANCIAL AND OPERATIONS PRINCIPAL, TRUSTEE | 5304971 |
| SINYARD, DAVID BLAIR | CCO, AMLCO | 5122340 |
| ST. GERMAIN, ROBERT PAUL | CEO, CHAIRMAN | 5384187 |
Red Flags
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