JL
Jeffrey S. Levitan
FAOC
Largo, FL 33770
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CRD#: 2597288
JL
Professional summary
Jeffrey Scott Levitan is a registered financial advisor currently at FAOC, LLC located in Largo, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc
Rental Investment Property / 1120-Present / Investment Related: No / 3250 Carlton Rd. Cumming, GA 30041 / Owner / 2nd home that is rented / Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / This is a 2nd home that I purchased that is rented out through VRBO when my family is not using it.
All For One Foundation / 0602-Present / Investment Related: No/5780 Windward Pkwy Alpharetta, GA 30005/ Founder/ Children's Charity/ Hrs Work Monthly: 8 / Sec Trading Hrs: 0 / Strategic growth and program fulfillment
Associate Owners Group, Inc/0919-Present/ Investment Related: No/ 308 W. Tabernacle Suite 202 St. George, UT 84770 / Board Member/ Reinsurance Company/ Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / Deciding on vision and direction of company
NOLEN LAKE PARTNERS, LLC; 1110 23RD ST, Birmingham, AL, 95205; not investment related; Real Estate investor.
TRANSFORMATION FINANCIAL, INC., NON-INVESTMENT RELATED, 5780 WINDWARD PKWY, SUITE 330, ALPHARETTA, GA 30005, WFG CO-BRAND, START 5/1/2013, PRESIDENT OF THE CORPORATION FOR LEGAL AND TAX STUFF.
Myrtle Cove Resort Holding LLC/Investment Related/1010 Grande Blvd Kansas City MO 64106/9.30.2017/Private Investor/LLC that purchases land/No duties/0 hours/Approved with restrictions
Phase Learning Center LLC/ 10.1.2017/ Non Related Investment/ 1550 North Brown Rd Lawrenceville GA 30043/ Investor/ Hours per month 0/ Approved with Restrictions
Tortuga Trace LLC /0818-present / INVESTMENT RELATED: NO / 3424 Peachtree Rd NE Ste15550 Atlanta, GA 30326 / Investor / Real Estate Holdings / hrs work monthly: 0 / Sec trading hrs: 0 /none
Montego Pointe Holdings LLC / 1018-Present / INVESTMENT RELATED: NO /430 W 7th st. Kansas City, Mo 64105 / Investor / Real Estate Holding Co/ hrs work monthly: 0 / Sec trading hrs: 0 /none
Aliera Healthcare Inc. /1018-Present / INVESTMENT RELATED: NO / 990 Hammond Dr. #700 Atlanta, GA 30328 /Independent Associate / Health Insurance / hrs work monthly: 2 / Sec trading hrs: 0 / Refer potential customers for health insurance
Debtmerica, LLC/0198-Present/ Investment Related: No /Alpharetta, GA /Referring Agent/Debt Resolution Program focusing on unqualified debt/ Hrs Work Monthly: 0 / Sec Trading Hrs: 0 / IF someone asks to discuss ways to reduce debt, I would aim them toward the website or give them the phone number.
Diversified Inv. Group/1096-Present/ Investment Related: No /6030 Bethelview Rd. #404 Cumming, GA 30040/President /Pass through Acct / Hrs Work Monthly: 5%/ Sec Trading Hrs: 5%/ NA
Empower Media / 06009-Present/ Investment Related: No/6030 Bethelview Rd 404 Cumming, GA 30040/President/ This is the company established to process all events/ Hrs Work Monthly: / Sec Trading Hrs: /NA
Living Life on Purpose/1006-Present/ Investment Related: No/5780 Windward Parkway Ste. 330 Alpharetta, Ga 30005/Instructor/ Hrs Work Monthly:0 / Sec Trading Hrs:0 / NA
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Levitan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 25, 2023 - Present
FAOC, LLC
Office #1: 801 West Bay Drive Suite 603, Largo, FL 33770RIA
CRD#: 318158
Largo, FL
Past
January 6, 2012 - September 22, 2021
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
ALPHARETTA, GA
Past
January 6, 2012 - September 22, 2021
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
ALPHARETTA, GA
Past
July 7, 2006 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
ALPHARETTA, GA
Past
September 13, 2004 - August 24, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
OAK BROOK, IL
Past
April 2, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
ALPHARETTA, GA
Past
July 31, 2000 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
April 20, 1995 - July 27, 2000
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(10/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FL
FAOC, LLC
FAOC, LLC | FINANCIAL ADVISOR ON CALL
CRD#: 318158 / SEC#: 801-129032
Florida
Registered Investment Advisory firm - (8/8/2022 Approved)Georgia
Registered Investment Advisory firm - (7/3/2023 Approved)Indiana
Registered Investment Advisory firm - (9/5/2023 Approved)Iowa
Registered Investment Advisory firm - (8/7/2023 Approved)Louisiana
Registered Investment Advisory firm - (2/27/2023 Approved)Michigan
Registered Investment Advisory firm - (3/10/2023 Approved)Nebraska
Registered Investment Advisory firm - (8/24/2023 Approved)Nevada
Registered Investment Advisory firm - (4/20/2023 Approved)New York
Registered Investment Advisory firm - (9/15/2023 Approved)North Carolina
Registered Investment Advisory firm - (2/22/2023 Approved)Ohio
Registered Investment Advisory firm - (2/21/2023 Approved)Oregon
Registered Investment Advisory firm - (4/21/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (9/11/2023 Approved)South Carolina
Registered Investment Advisory firm - (9/23/2023 Approved)Tennessee
Registered Investment Advisory firm - (7/5/2023 Approved)Texas
Registered Investment Advisory firm - (1/5/2024 Approved)Wisconsin
Registered Investment Advisory firm - (8/22/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 West Bay Drive Suite 603, Largo, FL 33770
Mailing Address
Phone number
(629) 333-3262
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
FAOC, LLC
CRD#: 318158Largo, FL 33770TRUST BUT VERIFY
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