Charles Stewart Roberson

Current Employers

Level Four Advisory Services

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-03

NC RA
APPROVED

Since 2025-03-03

Branch Locations

Winnabow, NC • 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

Organization	City	State	From	To
Publix Grocery Stores	Galatin	TN	01/2017	12/2019
Csr Enterprises, Llc	Hendersonville	TN	12/2015	06/2018
Mid-Atlantic Securities, Inc.	Raleigh	NC	06/2018	08/2022
Level Four Financial, Llc	Dallas	TX	08/2022	Present
Level Four Advisory Services, Llc	Dallas	TX	08/2022	Present

01/2017 → 12/2019

Publix Grocery Stores

Galatin, TN
12/2015 → 06/2018

Csr Enterprises, Llc

Hendersonville, TN
06/2018 → 08/2022

Mid-Atlantic Securities, Inc.

Raleigh, NC
08/2022 → Present

Level Four Financial, Llc

Dallas, TX
08/2022 → Present

Level Four Advisory Services, Llc

Dallas, TX

Previous Registrations

2019-01-14 → 2022-10-31

Mid-Atlantic Securities, Inc.

Gallatin, TN

Other Businesses

1. OPERATION STAND DOWN, TENNESSEE, NON-PROFIT VETERANS ASSISTANCE ENTITY, STARTED 4/2019, BOARD MEMBER, ASSIST IN VISION AND DIRECTION OF ORGANIZATION, DEVOTE LESS THAN 1% OF TIME DURING MARKET HOURS TO THIS ORGANIZATION, NON-INVESTMENT RELATED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-26
S63	Uniform Securities Agent State Law Examination	1998-02-10

S66 Uniform Combined State Law Examination

2018-10-26
S63 Uniform Securities Agent State Law Examination

1998-02-10

View on SEC IAPD