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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-11 |
Branch Locations
4600 Sherwood Common Boulevard Suite 201, Baton Rouge, LA 70816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Partners | Baton Rouge | LA | 07/2004 | Present |
| American United Life | Baton Rouge | LA | 09/2008 | 06/2017 |
| Oneamerica Securities | Baton Rouge | LA | 10/2009 | 06/2017 |
| Lpl Financial, Llc | Baton Rouge | LA | 06/2017 | 03/2021 |
| Level Four Advisory Services | Baton Rouge | LA | 06/2017 | 10/2025 |
| Level Four Financial, Llc | Mobile | AL | 03/2021 | 03/2026 |
| Signal Advisors Wealth, Llc | Detroit | MI | 01/2026 | Present |
1- LEGACY WEALTH PARTNERS, DBA, NOT INVESTMENT RELATED, 4600 SHERWOOD COMMON BLVD, STE 201, BATON ROUGE, LA 70816. , START DATE 8/1/2004, INSURANCE SALES, 5 HOURS DURING THE MONTH, 5 DURING TRADING. 2. - LEVEL FOUR INSURANCE SERVICES, INC/ NON-VARIABLE INSURANCE, NOT INVESTMENT RELATED, 12400 COIT ROAD, STE 700, DALLAS TX 75251, INSURANCE AGENCY/MARKETING, START DATE AUG 10, 2017, 40 HOURS PER MONTH, 20 DURING TRADING, AGENT. 3.- LEGACY WEALTH MANAGEMENT/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY, 4600 SHERWOOD COMMON BLVD, STE 201, BATON ROUGE LA 70816, INSURANCE SALES, START DATE SEPTEMBER 2004, OWNER/AGENT, 40 HOURS PER MONTH/40 DURING TRADING. 4.- COMPREHENSIVE WEALTH MANAGEMENT/ NON-VARIABLE INSURANCE, NOT INVESTMENT RELATED, START DATE JULY 2010, 4600 SHERWOOD COMMON BLVD, STE 201, BATON ROUGE, LA 70816, AGENT, 20 HOURS PER MONTH/10 DURING TRADING. 5. HD INVESTMENTS LLC/ REAL ESTATE RENTALS, 4600 SHERWOOD COMMON BLVD, STE 201, BATON ROUGE, LA 70816, START DATE MAY 2008, 10 HOURS PER MONTH/6 DURING TRADING. 6. LEVEL FOUR ADVISORY SERVICES LLC-INVESTMENT RELATED, START DATE AUG 2017, 12400 COIT ROAD STE 700 DALLAS TX 75251, INDEPENDENT RIA, IAR 80 HOURS PER MONTH/30 DURING TRADING. 7. LEVEL FOUR BUSINESS SOLUTIONS, BUSINESS CONSULTING, STARTED 10/1/2024, DEVOTE APPROX. 20 HOURS PER MONTH TO THIS ENTITY, BUSINESS SOLUTIONS SPECIALIST, NOT INVESTMENT RELATED, LOCATED AT 12400 COIT ROAD, SUITE 700, DALLAS, TX 75251.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-11 |
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