DEREK BRANDT LEVEE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with RIA WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC | 2025-02-25 | 2025-04-29 | — |
| RIA WEALTH ADVISORS, LLC | 2023-03-13 | present | Yes |
| CLARITY FINANCIAL, LLC | 2020-01-02 | 2023-07-20 | — |
| INTEGRATED ADVISORS NETWORK LLC | 2015-09-17 | 2020-01-02 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2007-10-17 | 2015-08-07 | — |