William Saunders Mccloud

Current Employers

Employment History

• 02/2005 → 07/2022
  Cantella & Co Inc
  Boston, MA
• 07/2022 → Present
  Level Four Financial, Llc
  Dallas, TX
• 07/2022 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2005-03-01 → 2022-07-26
  Cantella & Co., Inc.
  Tallahassee, FL
• 1996-08-29 → 2005-02-18
  Morgan Stanley Dw Inc.
  Tallahassee, FL

Other Businesses

1.FIXED ANNUITY SERVICING. I SERVICE FIXED ANNUITY BUSINESS. ABOUT 1 HOUR A MONTH IS DEVOTED TO THIS, ALL DURING TRADING HOURS. START DATE: 8/15/14 2. BLUEPRINT CITIZENS ADVISORY COMMITTEE, ADVISORY BOARD MEMBER, ADVISE ON INTERGOVERNMENTAL AGENCY PLANS AS IT RELATES TO CITY'S FUTURE GROWTH, START DATE IS 1/30/2025, NOT INVESTMENT RELATED, LOCATED IN TALLAHASSEE FL. DEVOTE APPROXIMATELY 1 HOUR PER MONTH TO THIS ACTIVITY. 3. SINKING FUND COMMISSION- CITY OF TALLAHASSEE- COMMITTEE MEMBER. HE SITS ON A COMMITTEE AND REVIEWS THE PERFORMANCE OF THE CITY'S INVESTMENT ADVISOR. ABOUT 1 HOUR A QUARTER IS DEVOTED TO THIS, ALL DURING TRADING HOURS. START DATE 7/2021 4. J. EDWIN LARSON LODGE- TREASURER. HE MAKES DEPOSITS AND WRITES CHECKS AS DIRECTED BY THE SECRETARY AND MASTER OF THE LODGE. ABOUT 2 HOURS A MONTH ARE DEVOTED TO THIS, NONE DURING TRADING HOURS. START DATE: 4/5/16 5. TALWAR GROTTO INC- TREASURER. THIS IS A COMMUNITY SERVICE NON-PROFIT. ABOUT 1 HOUR A MONTH IS DEVOTED TO THIS, NONE DURING TRADING HOURS. 6. GRAND LODGE OF FLORIDA FREE AND ACCEPTED MASONS- CHAIRMAN, ENDOWMENT & INVESTMENT COMMITTEE. THE COMMITTEE ACTS AS A ADVISORY COMMITTEE TO THE GRAND LODGE OF FLORIDA'S CORPORATE BOARD TO REVIEW QUARTERLY PERFORMANCE OF THE ENDOWMENTS FINANCIAL ADVISOR AND REPORT GRAND LODGE OFFICERS. ABOUT 1 HOUR PER MONTH IS DEVOTED, NONE DURING TRADING HOURS. START DATE: 12/27/2021 7. 4 CORNERS GOUP, LLC, REAL ESTATE, PURCHASE PROPERTIES FOR AIRBNB AND OTHER REAL ESTATE ACTIVITIES, INVESTMENT RELATED, I AM A MEMBER THAT PROVIDES FINANCING FOR PROJECTS, PARTNER, STARTED JUNE 10, 2025, DEVOTE APPROXIMATELY 1 HOUR PER MONTH OUTSIDE OF TRADING HOURS TO THIS ACTIVITY. 8. SPARTAN PRIVATE WEALTH MANAGEMENT, CEO/OWNER, STARTED DECEMBER 10, 2025, DBA FINANCIAL ADVISORY SERVICES OFFERED THROUGH LEVEL FOUR ADVISORY SERVICES, LLC AND LEVEL FOUR FINANCIAL, DEVOTE 240 PER MONTH TO THIS ENTITY, LOCATED IN TALLAHASSEE FL,

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-19
• S63 Uniform Securities Agent State Law Examination
  1996-08-26

Designations