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Richard Steven Levenson

President, Ceo, Cco & Cio (since 12/2016), Trustee Of The Richard S. Levenson Trust U/A 12/02/2014 (since 04/2015)Western Financial CorporationCRD 1683935

About Richard Steven Levenson

Richard Steven Levenson is listed as President, Ceo, Cco & Cio (since 12/2016), Trustee Of The Richard S. Levenson Trust U/A 12/02/2014 (since 04/2015) at Western Financial Corporation in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Western Financial Corporation
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard Steven Levenson work?

Richard Steven Levenson is listed as President, Ceo, Cco & Cio (since 12/2016), Trustee Of The Richard S. Levenson Trust U/A 12/02/2014 (since 04/2015) at Western Financial Corporation on SEC Form ADV.

How much of Western Financial Corporation does Richard Steven Levenson own?

Form ADV reports a beneficial ownership band of Under 5%.

Western Financial Corporation

TitlePresident, Ceo, Cco & Cio (since 12/2016), Trustee Of The Richard S. Levenson Trust U/A 12/02/2014 (since 04/2015)
OwnershipUnder 5%
Control personYes
Since2016
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