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EL

Ethan D. Levine

ALKALI PARTNERS, LLC.
Beaverton, OR 97229
Some features on this profile are disabled
CRD#: 7335661
EL

Professional summary

Ethan Davis Levine is a registered financial professional currently at ALKALI PARTNERS, LLC. located in Beaverton, Oregon.

Ethan is registered as a RR (Registered Representative) and started their career in finance in 2021. Ethan has worked at 3 firms and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ethan Davis Levine's CRS (Customer Relationship Summary).

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

Current

August 21, 2024 - Present

ALKALI PARTNERS, LLC.

Office #1: 500 Sw 116th Ave., Suite 273, Beaverton, OR 97229
BD
CRD#: 299064
Beaverton, OR
Past

September 14, 2022 - April 5, 2023

IKONA PARTNERS

BD
CRD#: 318986
San Francisco, CA
Past

July 12, 2021 - July 6, 2022

AQ TECHNOLOGY PARTNERS LLC

BD
CRD#: 304996
REDWOOD CITY, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(8/21/2024)
RR
New York
(8/21/2024)
RR
Oregon
(8/21/2024)
RR
Pennsylvania
(8/21/2024)
RR
Texas
(8/21/2024)
RR
Washington
(8/21/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/12/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/15/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AP
ALKALI PARTNERS, LLC.
ALKALI PARTNERS, LLC.

CRD#: 299064 / SEC#: , 8-70225

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
500 Sw 116th Ave., Suite 273, Beaverton, OR 97229
Mailing Address
500 Sw 116th Ave., Suite 273, Beaverton, OR 97229
Phone number
(415) 967-3455
Established
Oregon since 03/23/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
HUBBELL, SHANE LORINGPRESIDENT/CCO5574266
GEORGE, KENNETH RONALDFINOP/PFO/POO2643369

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.

Company Information

ALKALI PARTNERS, LLC.

CRD#: 299064Beaverton, OR 97229

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