Levi Glenn Mcmellian

Current Employers

Employment History

• 01/2007 → 03/2017
  Cfo4Life, Inc.
  Coppell, TX
• 09/2012 → Present
  Ausdal Financial Partners
  Davenport, IA
• 03/2017 → Present
  Cfo4Life Group, Llc
  Coppell, TX

Previous Registrations

• 2009-03-18 → 2017-03-21
  Cfo4Life, L.P.
  Coppell, TX
• 2007-01-12 → 2012-09-26
  Lpl Financial Llc
  Plano, TX
  Coppell, TX

Other Businesses

1.) MGMT4Life, LLC; Coppell, Texas. Approximately 160 hours per month. Owner. Non-investment related services. Activity began 2/1/2017. MGMT4Life, LLC has entered into an agreement with the Registrant to provide persons, such as Levi McMellian, to serve as officers of the Registrant and to be responsible for the management, supervision and oversight of the Registrant. 2.) INDEPENDENT INSURANCE AGENT; TX; INSURANCE SALES; AGENT; APPROX 5-10 HOURS PER MONTH, ALL DURING TRADING HOURS; INVESTMENT RELATED; AGENT - LICENSED AGENT, APPOINTED WITH VARIOUS LIFE, HEALTH, AND DISABILITY INSURANCE COMPANIES. RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS; COMPENSATION BY COMMISSION. 3.) LMBC II, L.L.C. D/B/A CFO4LIFE II, L.L.C. 735 PLAZA BLVD., SUITE 100 COPPELL, TX; INSURANCE SALES, Tax preparation, business consulting; APPX. 80 ARE hours DEVOTED TO THIS BUSINESS EACH MONTH OF WHICH 50 ARE DURING TRADING HOURS. NOT INVESTMENT RELATED;GENERAL LINES AGENCY INCLUDING EQUITY INDEXED ANNUITIES; COMPENSATION IS COMMISSION. THIS ORGANIZATION IS NOT A CLIENT OF THE FIRM. Also, through this entity provide Tax Preparation services, business consulting and agency for various insurance companies and loan facilitations. Also, provides educational services to qualified plan participants and other employees. 4.)LKCBSS,LLC; INVESTMENT RELATED; FLOWER MOUND, TX; REAL ESTATE; OWNER; ACTIVITY BEGAN 07/2015; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; MAINTENANCE OF PROPERTY. 5.)MC4,LLC; NOT INVESTMENT RELATED; COPPELL,TX; FITNESS CENTER; OWNER; ACTIVITY BEGAN 10/2019; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; OWNER OF FITNESS CENTER. 6.) MX2 FITNESS, LLC; NOT INVESTMENT RELATED; COPPELL, TX; FITNESS STUDIO; MEMBER; ACTIVITY BEGAN 10/2019; I DEVOTE APPX 1 HOUR DURING TRADING HOURS TO THIS ACTIVITY; OWNER OF ANYTIME FITNESS FACILITY. 7.) SEWELL USELTON INSURANCE AGENCY. NOCONA, TX. AGENT. START DATE 4-2021. SPENDS APPROXIMATELY 5% OF TIME ON INSURANCE ACTIVITIES. 8.) Protect4LIFE, LLC; investment-related. Coppell, TX 75019. The nature of the business is insurance sales. Position: Owner. Start date: 08/2022. Approximate number of hours/month devoted to other business: 10 hrs. Duties: Selling life insurance. 9.) CABO NATION, LLC; NON-INVESTMENT RELATED; COPPELL, TX; REAL ESTATE/RENTAL; OWNER; ACTIVITY BEGAN JUNE 2023; I DEVOTE APPX 2 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; OWNER/RENTER OF HOME. 10.) MC4LIFE, LLC; NON-INVESTMENT RELATED; COPPELL, TX; RENTAL PROPERTIES; MEMBER; ACTIVITY BEGAN JULY 2023; I DEVOTE ONE HOUR TO THIS ACTIVITY ALL DURING TRADING HOURS; RENT COLLECTION AND MAINTENACE. 11.) BLK2023 INVESTMENTS LLC; INVESTMENT RELATED; COPPELL, TX; REAL ESTATE INVESTMENTS; MEMBER; ACTIVITY BEGAN AUGUST 2023; I DEVOTE ONE HOUR TO THIS ACTIVITY ALL DURING TRADING HOURS; RENT & MAINTENCE. 12.) CHASMC; LLC; INVESTMENT RELATED; COPPELL, TX; LAKE PROPERTY; MANAGER; ACTIVITY BEGAN 02/2024; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH 1 HOUR DURING TRADING HOURS; MANAGE PERSONAL PROPERTY. 13.) RED RIVER NATION, LLC; INVESTMENT RELATED; RED RIVER, NM; REAL ESTATE DEVELOPMENT&RENTAL PROPERTY; BEGAN JULY 2024; MANAGER/MEMBER; I DEVOTE 1 HOUR TO THIS ACTIVITY DURING TRADING HOURS; MANAGE FUTURE RENTALS. 14.) CABO NATION DIAMANTE,LLC; INVESTMENT RELATED; CABO SAN LUCAS, MEXICO;RE RENTAL; MANAGING MEMBER; BEGAN 09/24; I DEVOTE 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS;RENT COLLECTION & MAINTENANCE 15.) MC4LIFE, LLC; NOT INVESTMENT RELATED; DALLAS TEXAS; INVESTMENT REAL ESTATE (OWNS 25%)

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-11
• S63 Uniform Securities Agent State Law Examination
  2003-08-11

Other Names

• Levi Glenn Mc Mellian