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JL

Jeffrey S. Levitan

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CRD#: 2597288
JL
Jeffrey Scott Levitan

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.

Jeffrey Scott Levitan was a registered financial professional .

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

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

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

October 25, 2023 - December 31, 2025

FAOC, LLC

RIA
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/19/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/23/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/17/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/2/1996
Investment Company Products/Variable Contracts Principal Examination

Current Firm

FL
FAOC, LLC
FAOC, LLC | FINANCIAL ADVISOR ON CALL

CRD#: 318158 / SEC#: 801-129032

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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
1

Documents

Latest Form ADV

Red Flags

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Company Information

FAOC, LLC

CRD#: 318158

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