Darryn David Pope

Current Employers

Employment History

• 11/2010 → 01/2017
  Level Four Advisory Services Llc
  Plano, TX
• 11/2012 → 01/2017
  Lpl Financial Llc
  Plano, TX
• 01/2017 → 03/2019
  Proequities Inc
  Euless, TX
• 03/2019 → 09/2025
  Avantax Investment Services, Inc.
  Bedford, TX
• 03/2019 → 09/2025
  Avantax Advisory Services
  Bedford, TX
• 11/2012 → Present
  Cpa2Connect
  Euless, TX
• 02/2019 → Present
  Racerbax Llc
  Euless, TX
• 01/2018 → Present
  Level Four Insurance Services Llc
  Plano, TX
• 03/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Bedfprd, TX
• 09/2002 → 12/2016
  Level Four Insurance Services Llc
  Plano, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mission Viejo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-03-29 → 2025-09-05
  Avantax Advisory Services
  Euless, TX
  Mission Viejo, CA
  Bedford, TX
  Dallas, TX
  Los Angeles, CA
• 2017-01-23 → 2019-04-04
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Euless, TX
• 2005-07-12 → 2017-02-17
  Level Four Advisory Services
  Dallas, TX
  Dallas, TX
  Plano, TX
• 2016-07-11 → 2017-02-06
  Lpl Financial Llc
  Irving, TX
  Plano, TX
  San Diego, CA
  Dallas, TX
• 2003-01-21 → 2003-12-31
  Securities America Advisors, Inc.
  Dallas, TX
• 2002-01-23 → 2003-01-22
  Tag Capital Management, Inc.
  Arlington, TX

Other Businesses

1) RACERBAX LLC~2801 Brazos Blvd, Apt 10102~Euless~TX~76039~Other~Owner~2/28/2019~10hrs~0hrs~I COORDINATE MARKETING, MANAGEMENT, AND ALL OTHER ASPECTS OF THE BUSINESS. I WILL EXHIBIT AT RUNNING EXPOS. 2) LEVEL FOUR INSURANCE SERVICES LLC~5850 Granite Parkway Ste 270~PLANO~TX~75024~Insurance Agent~Agent~1/1/2018~4hrs~4hrs~I RECOMMEND AND SELL FIXED LIFE AND ANNUITIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS. THE MAJORITY OF MY TIME IS SPENT ON CASE DESIGN AND RESEARCHING APPROPRIATE SOLUTIONS. 3) ROADMAP WEALTH MANAGEMENT POSITION: President and Financial Advisor NATURE: We provide financial services including wealth management, risk management, and financial planning to individuals and small businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/20/2021 ADDRESS: 2700 Tibbets Dr, Ste 301, Bedford TX 76022, United States DESCRIPTION: My client-facing duties include wealth management, risk management, and financial planning. Other responsibilities include training staff and other advisors and managing accounting and expenses. 4) CPA2Connect; Owner; Consultation with CPA firms and advisors; IR; 12; 11/01/2012; 2801 Brazos Blvd, Apt 10102 Euless TX 76039; I coach advisors on how to work with tax firms, and I consult with CPA firms on client segmentation, marketing, and client service. I spend the majority of my time on phone consultations (2-3 hours/week).

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-10
• S63 Uniform Securities Agent State Law Examination
  1989-11-03

Designations

Other Names

• Darryn David Pope
• Darryn David Pope
• Darryn Pope