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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-15 |
| FL | RA | APPROVED | 2016-02-12 |
Branch Locations
14101 Panama City Beach Parkway Suite 100, Panama City Beach, FL 32413 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Panama City | FL | 01/2016 | 12/2020 |
| Level Four Advisory Services | Panama City Beach | FL | 01/2016 | Present |
| Harbor Financial Services, Llc | Mobile | AL | 01/2021 | Present |
1. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS TX 75251, RIA, FINANCIAL ADVISOR, START DATE FEBRUARY 2016 2. LEVEL FOUR FINANCIAL, DBA FOR HARBOR FINANCIAL SERVICES, INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS TX 75251, START DATE FEBRUARY 2016, FINANCIAL PROFESSIONAL. 3. LEVEL FOUR GROUP, EMPLOYEE SERVICES HOLDING COMPANY, 12400 COIT ROAD STE 700 DALLAS TX 75251, EMPLOYEE, START DATE FEB 2016. NOT INVESTMENT RELATED. 4. LEVEL FOUR INSURANCE, NOT INVESTMENT RELATED, 12400 COIT ROAD STE 700 DALLAS TX 75251, START DATE FEB 2016, AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-02 |
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