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Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-20

Branch Locations

12400 Coit Road Suite 1280, Dallas, TX 75251 • United States

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Level Four Advisory Services Euless TX 01/2018 10/2019
Cetera Advisor Networks El Segundo CA 03/2015 12/2017
Coble Cravens Financial Services Arlington TX 03/2015 12/2017
Compost Carpool, Llc Grapevine TX 09/2019 12/2020
Avantax Investment Services, Inc Bedford TX 10/2019 09/2025
Avantax Advisory Services Bedford TX 10/2019 09/2025
Lpl Financial, Llc Euless TX 01/2018 10/2019
Avantax Insurance Agency, Llc Bedford TX 10/2019 09/2025
Cetera Wealth Services, Llc Bedford TX 09/2025 07/2026
Cetera Investment Advisers Llc Schaumburg IL 09/2025 07/2026
Roadmap Wealth Management, Llc, Bedford TX 09/2021 07/2026
Level Four Financial, Llc Dallas TX 07/2026 Present
Level Four Advisory Services, Llc Dallas TX 07/2026 Present
  • 01/2018 → 10/2019
    Euless, TX
  • 03/2015 → 12/2017
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2015 → 12/2017
    Coble Cravens Financial Services
    Arlington, TX
  • 09/2019 → 12/2020
    Compost Carpool, Llc
    Grapevine, TX
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc
    Bedford, TX
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Bedford, TX
  • 01/2018 → 10/2019
    Lpl Financial, Llc
    Euless, TX
  • 10/2019 → 09/2025
    Avantax Insurance Agency, Llc
    Bedford, TX
  • 09/2025 → 07/2026
    Cetera Wealth Services, Llc
    Bedford, TX
  • 09/2025 → 07/2026
    Schaumburg, IL
  • 09/2021 → 07/2026
    Roadmap Wealth Management, Llc,
    Bedford, TX
  • 07/2026 → Present
    Level Four Financial, Llc
    Dallas, TX
  • 07/2026 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
  • 2025-09-05 → 2026-07-22
    Bedford, TX
  • 2019-10-22 → 2025-09-05
    Avantax Advisory Services
    Bedford, TX
    Bedford, TX
  • 2018-02-12 → 2019-10-31
    Euless, TX
    Bedford, TX
  • 2015-03-27 → 2017-12-19
    Cetera Wealth Services, Llc
    Arlington, TX
  • 2011-02-14 → 2015-04-07
    Euless, TX
    Dallas, TX
  • 2008-04-08 → 2011-01-31
    Kestra Investment Services, Llc
    Addison, TX
Other Businesses

Podsednik Financial, started 7/2026, DBA for business conducted through Level Four Group of companies including BD, RIA and Insurance. Located at 12400 Coit Road, Suite 1280, Dallas TX 75251, I am an independent IAR and Registered Representative and work approximately 160 per month during trading hours with this entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-27
S63 Uniform Securities Agent State Law Examination 2002-07-13
  • S65 Uniform Investment Adviser Law Examination
    2008-03-27
  • S63 Uniform Securities Agent State Law Examination
    2002-07-13
Other Names
  • Grant Podsednik

View on SEC IAPD

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