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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-19 |
| CO | RA | APPROVED | 2024-01-24 |
| CA | RA | APPROVED | 2024-01-04 |
| NY | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED | 2024-01-02 |
| UT | RA | APPROVED | 2024-01-02 |
Branch Locations
2 disclosure categories 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 | Plano | TX | 05/2013 | 04/2021 |
| Level Four Advisory Services | Frisco | TX | 03/2014 | 12/2023 |
| Level Four Financial, Llc | Dallas | TX | 04/2021 | 12/2023 |
| Kingswood Capital Partners, Llc | Plano | TX | 12/2023 | Present |
| Kingswood Wealth Advisors, Llc | Plano | TX | 12/2023 | Present |
Elevate Wealth Management, Yes investment related, 7901 Windrose Ave, Plano, TX 75024, Nature: DBA, Managing Director, 03/01/2011, devote 100 hrs/month, 80 trading/hr, Managing, operating, marketing, and running day-to-day business. Bodybump Fitness,Is Not Investment Related,"7901 WINDROSE AVE APT 702, , PLANO, TX, 75024, United States",Fitness & health,"yoga instructor, health coach ",6/1/2018,40 hours per month,0 hours per month during trading hours,Hourly Compensation," O2, Aspen Shakti, paramount peptides, and alpha BioMed "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-04 |
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