Daniel Levy is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with KUHN WEALTH MANAGEMENT INC..
| Firm | From | To | Current |
|---|---|---|---|
| KUHN WEALTH MANAGEMENT INC. | 2019-08-22 | present | Yes |
| CONCORDE ASSET MANAGEMENT, LLC | 2019-04-26 | 2019-04-30 | — |