David A. Levitt
Professional summary
David Aaron Levitt, who also goes by Dave Aaron Levitt, David A. Levitt, David Levitt, is a registered financial professional currently at JP PORTSMOUTH CAPITAL LLC located in New York, New York.
David is registered as a RR (Registered Representative) and started their career in finance in 2000. David has worked at 6 firms and has passed the Series 63, Series 7TO, Series 57TO, SIE, Series 55, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Aaron Levitt's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 2, 2025 - Present
JP PORTSMOUTH CAPITAL LLC
Office #1: 1 World Trade Center Suite 86a, New York, NY 10007-0089September 30, 2004 - January 8, 2021
SANFORD C. BERNSTEIN & CO., LLC
April 24, 2003 - September 2, 2003
METROPOLITAN LIFE INSURANCE COMPANY
April 24, 2003 - September 2, 2003
MSI FINANCIAL SERVICES, INC.
August 30, 2002 - February 7, 2003
WORLDCO, L.L.C.
March 31, 2000 - September 22, 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
(10/10/2025)
Exams
Series 7TO
Date: 4/13/2023
General Securities Representative ExaminationSeries 57TO
Date: 4/13/2023
Securities Trader ExamSeries 55
Date: 8/15/2002
Limited Representative-Equity Trader ExamFINRA
Current Firm
JP PORTSMOUTH CAPITAL LLC
CRD#: 331351 / SEC#: , 8-71249
Contact information
FINRA licenses (9 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JORDAN PARK HOLDING COMPANY LLC | MANAGING MEMBER | |
| BACCEI, DAVIE MARIE | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | 2746300 |
| EDMONDS, MATTHEW JOSEPH | DIRECTOR | 2496139 |
| GHALI, FRANK SHERIF | DIRECTOR | 4263048 |
| KISLIN, SCOTT ALAN | GENERAL COUNSEL/DIRECTOR | 5868022 |
| LUSTER, CAROLINE | FINOP/POO/PFO | 6249048 |
| RUSSO, MATTHEW F. | MANAGING DIRECTOR/DIRECTOR | 6288489 |
Red Flags
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