Peter Henry Gore

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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

Designations

• Certified Financial Planner
• Chartered Financial Analyst