EDWARD KELLY LEVI is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with LAZARI CAPITAL MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| LAZARI CAPITAL MANAGEMENT, INC. | 2018-11-13 | present | Yes |
| OAKSHORE PARTNERS, LLC | 2016-12-09 | 2017-06-21 | — |
| BEVERLY HILLS WEALTH MANAGEMENT, LLC | 2015-05-27 | 2018-10-05 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2015-05-07 | — |
| MORGAN STANLEY & CO. LLC | 2007-06-01 | 2009-06-01 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1997-07-08 | 2007-06-14 | — |