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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-24 |
| VA | RA | APPROVED | 2023-02-28 |
| TX | RA | APPROVED | 2023-01-26 |
Branch Locations
2217 Crystal Spring Avenue, Roanoke, VA 24014 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fincastle | VA | 09/2013 | 01/2023 |
| Level Four Advisory Services | Roanoke | VA | 01/2015 | 10/2021 |
| Good Life Advisors, Llc | Fincastle | VA | 09/2021 | 01/2023 |
| Level Four Financial, Llc | Dallas | TX | 01/2023 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 01/2023 | Present |
1. 4/14/2014 - DEVLIN FINANCIAL CONSULTING, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LEVEL FOUR FINANCIAL AND LEVEL FOUR ADVISORY SERVICES BUSINESS 2. 10/3/2018 - Devlin Properties, LLC - Investment Related - Myrtle Beach, SC 29575 - Real Estate Rental - Start Date:10/01/2018 - 3 Hours Per Month/0 Hours During Trading 3. 1/2023 - LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, REGISTERED INVESTMENT ADVISOR, ROANOKE VIRGINIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-17 |
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