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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| MN | RA | APPROVED | 2023-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Shakopee | MN | 04/2007 | 05/2023 |
| Thrivent Financial | Appleton | WI | 04/2014 | 05/2023 |
| Level Four Financial, Llc | Dallas | TX | 05/2023 | Present |
ARBONNE - POSITION: SALES REP NATURE: COSMETIC AND NUTRITIONAL PRODUCTS INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2015 ADDRESS: 9400 JERONIMO RD, IRVINE CA 92618; DESCRIPTION: I JOINED TO TAKE ADVANTAGE OF THE PRODUCT DISCOUNTS. AM NOT PLANNING TO HOST PARTIES. HOWEVER WOULD TAKE ORDERS FOR OTHERS. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, SEC REGISTERED INVESTMENT ADVISOR REPRESENTATIVE, STARTED 5/2023, LOCATED AT 12400 COIT ROAD, DALLAS TX, DEVOTE 50-70% OF TIME TO THIS ENTITY UNDER THE DBA NAME ENTIRETY WEALTH. VETERANS ON THE LAKE, VOLUNTEER, NON-PROFIT, NOT INVESTMENT RELATED, SERVING DISABLED VETERANS, STARTED 1/1/2024, DEVOTE 6 HOURS PER MONTH WITH APPROXIMATELY 2 HOURS DURING TRADING HOURS, LOCATED AT 161 FERNBERG ROAD, ELY MN 55731, BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-06 |
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