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AL

Alan Levinson

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CRD#: 1145910
AL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alan Levinson, who also goes by Alan Leviwson, was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 1983. Alan had worked at 10 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alan Leviwson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 14, 2011 - December 21, 2011

DIMENSION TRADING GROUP, LLC

BD
CRD#: 147929
NEW YORK, NY
Past

March 3, 2003 - April 1, 2009

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
MONTEBELLO, NY
Past

April 3, 2002 - March 3, 2003

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

October 5, 2000 - July 13, 2001

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

December 10, 1997 - August 15, 2000

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

December 18, 1992 - August 13, 1996

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

April 19, 1990 - October 27, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 24, 1989 - April 18, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 1, 1984 - May 3, 1988

JAMES CAPEL INCORPORATED

BD
CRD#: 15390
Past

June 22, 1983 - June 26, 1984

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/6/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 4/8/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/16/1998
General Securities Principal Examination

Current Firm


DT
DIMENSION TRADING GROUP, LLC
DIMENSION TRADING GROUP, LLC

CRD#: 147929 / SEC#: , 8-67943

BD
Terminated by SEC on 05/27/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 07/01/2008
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DAIUTO JR, RALPH ANTHONYCO-MANAGING MEMBER, CEO2771292
POTTER, PHILIP GRZACCO-MANAGING MEMBER1995878
DISCENZA, PETER VINCENT JRCCO4386342
JONES, WILLIAM RUSSELL JROPERATIONS MANAGER2948251
LI, XIAOYANFINOP4465893

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DIMENSION TRADING GROUP, LLC

CRD#: 147929

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