Levi Rachman
Professional summary
Levi Rachman, who also goes by Levi Edwards, Rachmanov Levi, Levi Rachmanov, is a registered financial professional currently at PHX FINANCIAL, INC. located in Fort Lauderdale, Florida.
Levi is registered as a RR (Registered Representative) and started their career in finance in 2011. Levi has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Levi Rachman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2012 - Present
PHX FINANCIAL, INC.
Office #1: 1 East Broward Boulevard, Fort Lauderdale, FL 33301Office #2: 100 Wall Street 10th Floor, New York, NY 10005January 21, 2011 - March 23, 2012
CHARLES VISTA LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/30/2024)
(6/16/2014)
(7/20/2015)
(10/1/2012)
(7/2/2013)
(6/26/2024)
(11/12/2012)
(10/1/2012)
(1/20/2015)
(3/25/2021)
(6/26/2024)
(4/30/2024)
(6/26/2024)
(8/13/2013)
(1/9/2024)
(10/1/2012)
(1/19/2024)
(10/1/2012)
(10/1/2012)
(4/3/2020)
(10/5/2012)
(4/30/2024)
(4/30/2024)
(12/8/2014)
(2/1/2013)
(10/1/2012)
Exams
FINRA
Current Firm
PHX FINANCIAL, INC.
CRD#: 144403 / SEC#: , 8-67653
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
| Arbitration | 2 |
Red Flags
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Company Information
PHX FINANCIAL, INC.
CRD#: 144403Fort Lauderdale, FL 33301TRUST BUT VERIFY
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