Marc Scott Whitehead

Current Employers

Employment History

• 05/2004 → Present
  Level Four Financial, Llc
  Dallas, TX
• 07/2021 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Other Businesses

1.MANAGING MEMBER OF MSW CONSULTING COMPANY, 4913 CARMEL DRIVE, MOBILE, AL 36608. OWN 100% OF COMPANY. NON-INVESTMENT RELATED, EXPERT WITNESS, HELPING WITH INDIVIDUAL TAX CREDIT AND DEDUCTIONS AND ANY OTHER NON-SECURITIES WORK, START DATE (4/07), 1 HOUR PER MONTH, 0 DURING TRADING HOURS. 2. DAUPHIN ISLAND SEA LAB FOUNDATION, NON-INVESTMENT RELATED, NON PROFIT, ADVISORY BOARD MEMBER THAT HELPS SUPPORT THE EFFORTS OF THE FOUNDATION TO RAISE MONEY TO SUPPORT THE SEA LAB. 1 HOUR PER MONTH WILL BE DEVOTED TO THIS ACTIVITY/0 DURING TRADING HOURS. 3. OKDIN, LLC, NOT INVESTMENT RELATED, LLC FORMED TO OWN A TRACTOR FOR HUNTING CAMP, NO CUSTODY OR CONTROL OF FUNDS, START DATE FEB 2020, OWNER, 1 HOUR PER MONTH, 0 DURING TRADING. 4. SKM HOLDINGS, LLC, 4913 CARMEL DRIVE N MOBILE, AL 36608, NOT INVESTMENT RELATED, HOLDS REAL ESTATE PROPERTIES, FAMILY LEGAL ENTITY TO HOLD REAL ESTATE AT FAMILY MEMBERS DEATH, START DATE FEB 20, 1 HOUR PER MONTH/0 DURING TRADING. MANAGING MEMBER. 5. LEVEL FOUR ADVISORY SERVICES, INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, SEC REGISTERED INVESTMENT ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, START JULY 2021, 10 HOURS PER MONTH DURING TRADING HOURS. 6. LEVEL FOUR INSURANCE, INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, INSURANCE AGENCY, STARTED JULY 2021, 5 HOURS PER MONTH DURING TRADING HOURS. 7. CARR RIGGS & INGRAM, LLC, EQUITY PARTNER AND CFO OF LEVEL FOUR GROUP, INC., THE NON-INVESTMENT RELATED PARENT COMPANY OF THE LEVEL FOUR GROUP OF COMPANIES LOCATED IN DALLAS TEXAS. HE STARTED IN 2021 AND DEVOTES APPROXIMATELY 80 HOURS PER MONTH DURING TRADING HOURS TO THIS ENTITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-07
• S63 Uniform Securities Agent State Law Examination
  1998-08-24