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290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-20 |
Branch Locations
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Fulshear, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brookshire | TX | 03/2011 | 02/2017 |
| Level Four Advisory Services | Houston | TX | 10/2014 | Present |
| Holiday World | Katy | TX | 02/2017 | 12/2018 |
| Federal Employee Retirment | Brookshire | TX | 01/2019 | 05/2019 |
| Alliance America Corporation | University Park | FL | 05/2019 | Present |
| United Advisors America Corporation | Prosper | TX | 05/2019 | Present |
Alliance America Corporation, Insurance Agent, University park, FL, 5/2019, 40 hours per week during trading hours. (1) 11/06/2014: LEVEL FOUR INSURANCE SERVICES - INV REL - 35303 COOPER RD UNIT 34, BROOKSHIRE, TX 77423-9320 - NON-VARIABLE INSURANCE - START 10/24/14 - 10 HR/MO ALL DURING SECS TRDG HRS - AGENT: LIFE, HEALTH, DISABILITY, FIXED ANNUITIES (2) 12/01/2014: LEVEL FOUR ADVISORY SERVICES LLC - INV REL - 35303 COOPER RD UNIT 34, BROOKSHIRE, TX 77423-9320 - REGISTERED INVESTMENT ADVISOR HYBRID: LEVEL FOUR ADVISORY SERVICES LLC - START 10/22/2014 - 80 HR/MO 45 DURING SECS TRDG HRS - PROVIDE FINANCIAL PLANS AND/OR ADVICE FOR AN HOURLY AND/OR FIXED FEES. (3) 01/02/2015: LEVEL FOUR WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 12/30/2014 - 160 HR/MO 100 DURING SECS TRDG HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-03 |
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