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Jeffrey Scott Levitan

CRD# 2597288·Registered 1995 - 2025
Previously Registered: Being a previously registered professional could mean that Jeffrey 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.

Professional Summary

Jeffrey Scott Levitan was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 1995 - 2025. Jeffrey had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

FAOC, LLC·CRD# 318158
RIA
Largo, FL
October 25, 2023 - December 31, 2025
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
RIA
Alpharetta, GA
January 6, 2012 - September 22, 2021
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Alpharetta, GA
January 6, 2012 - September 22, 2021
INVESTMENT ADVISORS INTERNATIONAL, INC.·CRD# 139233
RIA
Alpharetta, GA
July 7, 2006 - January 6, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
RIA
Oak Brook, IL
September 13, 2004 - August 24, 2006
WORLD GROUP SECURITIES, INC.·CRD# 114473
BD
Alpharetta, GA
April 2, 2002 - January 6, 2012
WMA SECURITIES, INC.·CRD# 32625
BD
Duluth, GA
July 31, 2000 - April 12, 2002
WMA SECURITIES, INC.·CRD# 32625
BD
Duluth, GA
April 20, 1995 - July 27, 2000

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Current Firm

FL
FAOC, LLC

FAOC, LLC | FINANCIAL ADVISOR ON CALL

CRD#: 318158 / SEC#: 801-129032

Contact Information

Main Address

801 West Bay Drive Suite 603, Largo, FL 33770

Phone Number

(629) 333-3262

# of Employees

1

Documents

Latest Form ADV

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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

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1995About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jan 1996About the Series 26 exam

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CRS (Client Relationship Summary)

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

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