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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-12-06 |
| TX | RA | APPROVED | 2008-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plano | TX | 11/2012 | 12/2020 |
| Level Four Advisory Services, Llc | Plano | TX | 11/2012 | Present |
| Level Four Financial, Llc | Dallas | TX | 01/2021 | Present |
1. TAX PREP/ACCOUNTING/CPA - INVESTMENT RELATED, 12400 COIT ROAD STE 700 DALLAS TX 75251, TAX PREPARATION, TIME SPENT START DATE NOV 2012, OWNER/TAX PREPARER, 5 HOURS PER MONTH/5 DURING TRADING. 2. LEVEL FOUR ADVISORY SERVICES, LLC, START DATE NOV 2012, INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS TX 75251, REGISTERED INVESTMENT ADVISORY, WEALTH ADVISORY/PRACTICE DIRECTOR, 80 HOURS PER MONTH/80 DURING TRADING. 3. LEVEL FOUR INSURANCE AGENCY, 12400 COIT ROAD, STE 700 DALLAS TX 75251, NOT INVESTMENT RELATED, AGENT, START DATE JAN 2021, 5 HOURS PER MONTH/ 0 DURING TRADING. 4. TEXOMA YOUTH CAMP, NOT INVESTMENT RELATED, 8008 OAK KNOLL DRIVE NORTH, RICHLAND HILLS TX 76182, NON-PROFIT 501c3, TREASURER; MAINTAIN FINANCIALS, COMPLIANCE, ACCOUNTS RECEIVABLE/PAYABLE, START DATE JAN 2010, 5 HOURS PER MONTH/ 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-03 |
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