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Current Employers
Level Four Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-09-30
  • VA RA
    APPROVED
    Since 2022-09-30

Branch Locations

500 Strawberry Plains Road Suite 100, Williamsburg, VA 23188 • 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
Goredom, Inc. Williamsburg VA 09/2005 Present
Cantella & Co., Inc. Boston MA 12/2005 09/2022
Level Four Financial, Llc Dallas TX 09/2022 Present
Level Four Advisory Services, Llc Dallas TX 09/2022 Present
  • 09/2005 → Present
    Goredom, Inc.
    Williamsburg, VA
  • 12/2005 → 09/2022
    Cantella & Co., Inc.
    Boston, MA
  • 09/2022 → Present
    Level Four Financial, Llc
    Dallas, TX
  • 09/2022 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
  • 2006-01-03 → 2022-10-06
    Cantella & Co., Inc.
    Williamsberg, VA
    Williamsburg, VA
  • 2004-11-02 → 2005-12-31
    Raymond James Financial Services, Inc.
    Williamsburg, VA
Other Businesses

1.GOREDOM, LLC - COMMERCIAL PROPERTY OWNER. OWNS BUILDING IN WHICH GORE CAPITAL MANAGEMENT IS A TENANT. RENT PAID TO LLC. NO TIME IS DEVOTED TO THIS ACTIVITY. 2. INSURANCE AGENT. HE SELLS AND SERVICES LIFE AND HEALTH INSURANCE PRODUCTS. ABOUT ONE HOUR A MONTH ARE DEVOTED TO THIS, ALL DURING TRADING HOURS. START DATE: 1/31/13. 3. GORE | SADLER WEALTH MANAGEMENT- DBA. OWNER/FINANCIAL PROFESSIONAL, INVESTMENT RELATED, DBA USED FOR SECURITIES BUSINESS DONE THROUGH LEVEL FOUR, DEVOTE APPROXIMATELY 160 HOURS PER MONTH TO THIS ACTIVITY WITH 120 BEING DURING SECURITIES MARKET HOURS. STARTED 02/16/2010.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-18
S63 Uniform Securities Agent State Law Examination 1997-06-30
  • S65 Uniform Investment Adviser Law Examination
    1998-05-18
  • S63 Uniform Securities Agent State Law Examination
    1997-06-30
Designations

View on SEC IAPD

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