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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Advisory Services, Llc | Dallas | TX | 10/2022 | Present |
| Level Four Financial, Llc | Dallas | TX | 10/2022 | Present |
| Mid-Atlantic Securities | Southern Pines | NC | 09/1997 | 10/2022 |
1. LEVEL FOUR ADVISORY SERVICES, LLC, AN SEC REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, LOCATED AT 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, INVESTMENT ADVISOR REPRESENTATIVE, DEVOTE APPROXIMATELY 120 HOURS PER MONTH TO ADVISORY DURING TRADING HOURS, STARTED 10/2022. 2. BUSINESS DONE THROUGH GRANVILLE FINANCIAL ON LIFE INSURANCE AND RECEIVE COMMISSION SINCE 2001, ABOUT 20 HOURS A MONTH SPENT ON THIS. 3. Volunteer Instructor at Sandhills Community College - Started Jan. 1, 2001 - teach 4 courses per year in the Division on Financial Planning; subjects taught "Financial Decision making for retirees" and "Annuities and Misconceptions; safeguarding retirement" - 2 hrs. per month during business hrs. - 1 hr. per month during trading hrs. NO COMPENSATION FOR CLASSES. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-19 |
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