# Richard Steven Levenson

Richard Steven Levenson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 1 filing role across Form ADV (1).

## Filings (1)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-10-29 | Form ADV | [WESTERN FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/6118) | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | SAN DIEGO, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.