Best Investors
Account
Sign in
Best Investors
Account
Sign in
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-11 |
| IA | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Cedar Rapids | IA | 03/2008 | 08/2021 |
| Lpl Financial Llc | Belle Plaine | IA | 08/2021 | 07/2025 |
| Level Four Financial, Llc | Dallas | TX | 08/2025 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 08/2025 | Present |
TAMA COUNTY HUMANE SOCIETY, ANIMAL SHELTER, STARTED 8/15/2022, NOT INVESTMENT RELATED, VICE PRESIDENT OF BOARD / VOLUNTEER, LOCATED IN TAMA, IA, SERVE ON BOARD TO HELP MAKE DECISIONS RELATED TO THE CARE OF THE ANIMALS, FACILITIES, STAFFING ETC. DEVOTE APPROX. 2 HOURS OUTSIDE OF TRADING HOURS PER MONTH TO THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-26 |
Reach out to this advisor