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KL

Kenneth L. Levey

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CRD#: 1352375
KL

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.

Kenneth Lawrence Levey, who also goes by Kenneth L Levey, was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1986. Kenneth had worked at 12 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kenneth L Levey

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

August 5, 2014 - January 28, 2016

CONNORS GLOBAL ASSET MANAGEMENT LLC

RIA
CRD#: 169489
JERSEY CITY, NJ
Past

February 16, 2006 - October 9, 2006

SPIKE FINANCIAL SERVICES, LLC

BD
CRD#: 112193
CHICAGO, IL
Past

April 13, 2005 - April 26, 2008

CONNORS CAPITAL, LLC

RIA
CRD#: 127720
LOS ANGELES, CA
Past

May 3, 2004 - December 1, 2004

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

August 15, 2003 - May 3, 2004

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
MORRISTOWN, NJ
Past

September 9, 2002 - February 19, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

March 16, 1998 - September 9, 2002

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

November 5, 1997 - August 7, 1998

AMERICAN THIRD MARKET CO., LLC

BD
CRD#: 34361
NEW YORK, NY
Past

February 10, 1993 - August 29, 1997

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY
Past

May 18, 1992 - February 3, 1993

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

July 7, 1987 - March 13, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 24, 1986 - July 30, 1987

SHEARMAN, RALSTON INC.

BD
CRD#: 7320

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
IAR
Series 65
Date: 7/30/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 6/22/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


CG
CONNORS GLOBAL ASSET MANAGEMENT LLC
CONNORS GLOBAL ASSET MANAGEMENT LLC | CONNORS GLOBAL ASSET MANAGEMENT, LLC

CRD#: 169489 / SEC#:

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Contact information


Main Address
10 Exchange Place Suite 1800, Jersey City, NJ 07302-4934
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


CONNORS GLOBAL ASSET MANAGEMENT LLC

CRD#: 169489

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