Financial Records⚓︎
Financial Profile⚓︎
The following is a list of accounts held at various financial institutions. It is up to date as of 3/28/23.
Accounts
- Certificate of Deposit (CD)
- Checking
- Money Market
- Grantor Trust
- Dave's Checking
- Dave's Savings
- Jackson's Performance Savings
- Jackson's Savings
- Joint Account
- Sienna's Savings
- Retirement Plan for Faculty & Exempt Employees
- Voluntary Employee Retirement Plan
- Series I bond for Jackson Levine
- Series I bond for Sienna Levine
- Brokerage Account
- Dave Levine Roth IRA
- Maria Sicuranza Levine Roth IRA
- Jackson T Levine 529 College Savings Account
- Sienna C Levine 529 College Savings Account