Marvin Russell Woodall

Current Employers

Level Four Advisory Services

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2023-02-10

AL RA
APPROVED

Since 2023-02-10

Branch Locations

3605 Springhill Business Park Suite A, Mobile, AL 36608 • 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

Organization	City	State	From	To
Dailyaccess Corporation	Mobile	AL	04/2002	03/2017
Interserv, Llc	Mobile	AL	01/2011	03/2017
Newport Group, Inc.	Walnut Creek	CA	03/2017	02/2023
Newport Group Consulting, Llc	Lake Mary	FL	03/2017	02/2023
Level Four Advisory Services, Llc	Dallas	TX	02/2023	Present

04/2002 → 03/2017

Dailyaccess Corporation

Mobile, AL
01/2011 → 03/2017

Interserv, Llc

Mobile, AL
03/2017 → 02/2023

Newport Group, Inc.

Walnut Creek, CA
03/2017 → 02/2023

Newport Group Consulting, Llc

Lake Mary, FL
02/2023 → Present

Level Four Advisory Services, Llc

Dallas, TX

Previous Registrations

2012-08-21 → 2023-01-04

Newport Group Consulting, Llc

Lake Mary, FL

Walnut Creek, CA

Lake Mary, FL

Mobile, AL

Other Businesses

LEVEL FOUR INSURANCE AGENCY, INSURANCE SALES, NOT INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, AGENT, STARTED 2/6/2023, APPROXIMATELY 20 HOURS PER MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-08-20
S63	Uniform Securities Agent State Law Examination	1998-03-04

S65 Uniform Investment Adviser Law Examination

2012-08-20
S63 Uniform Securities Agent State Law Examination

1998-03-04

Other Names

Bo Woodall
Bo Woodall
Marvin Russell Woodall

View on SEC IAPD