JESSE LEVY is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with INDEPENDENCE SQUARE HOLDINGS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INDEPENDENCE SQUARE HOLDINGS, LLC | 2020-01-13 | present | Yes |
| PRIVATE ADVISOR GROUP, LLC | 2016-01-07 | 2020-01-14 | — |
| UBS FINANCIAL SERVICES INC. | 2013-08-23 | 2015-12-24 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-07-12 | 2013-08-26 | — |