Dvir Levy
Professional summary
Dvir Levy is a registered financial professional currently at BLUE OWL SECURITIES located in New York, New York.
Dvir is registered as a RR (Registered Representative) and started their career in finance in 1999. Dvir has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dvir Levy's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2022 - Present
BLUE OWL SECURITIES
Office #1: 375 Park Avenue, New York, NY 10152October 2, 2015 - June 21, 2022
PUTNAM INVESTMENT MANAGEMENT, LLC
April 2, 2013 - June 21, 2022
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
January 3, 2011 - March 4, 2013
WELLS INVESTMENT SECURITIES,INC.
November 4, 2003 - January 3, 2011
GLOBAL ATLANTIC DISTRIBUTORS, LLC
February 18, 2003 - November 4, 2003
FARMERS FINANCIAL SOLUTIONS, LLC
October 23, 2001 - December 2, 2002
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
March 18, 1999 - May 5, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/14/2025)
(1/16/2025)
(1/27/2025)
(1/22/2025)
(6/23/2022)
(1/15/2025)
(1/15/2025)
(1/28/2025)
(1/17/2025)
(1/15/2025)
(1/15/2025)
(11/13/2023)
(1/16/2025)
(1/16/2025)
(1/15/2025)
(1/23/2025)
(1/15/2025)
(1/15/2025)
(1/15/2025)
(1/15/2025)
(1/17/2025)
(1/14/2025)
(1/16/2025)
(1/15/2025)
(1/15/2025)
(1/15/2025)
(1/16/2025)
(1/14/2025)
(1/14/2025)
(1/23/2025)
(1/15/2025)
(1/16/2025)
(6/30/2022)
(1/15/2025)
(1/21/2025)
(2/1/2025)
(1/15/2025)
(7/7/2022)
(1/15/2025)
(2/4/2025)
(1/15/2025)
(1/21/2025)
(1/14/2025)
(1/15/2025)
(1/14/2025)
(1/15/2025)
(1/15/2025)
(1/15/2025)
(6/29/2022)
(1/23/2025)
(1/16/2025)
(1/14/2025)
Exams
FINRA
Current Firm
BLUE OWL SECURITIES
CRD#: 283250 / SEC#: , 8-69744
Contact information
FINRA licenses (52 States and Territories)
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.
