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Current Employers
Level Four Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-08-24
  • KY RA
    APPROVED
    Since 2023-08-24

Branch Locations

Sadieville, KY • 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
OrganizationCityStateFromTo
Lpl Financial Llc Georgetown KY 11/2012 10/2022
Dupree Financial Group,Llc Lexington KY 10/2022 08/2023
Level Four Financial, Llc Dallas TX 08/2023 Present
Level Four Advisory Services, Llc Dallas TX 08/2023 Present
  • 11/2012 → 10/2022
    Georgetown, KY
  • 10/2022 → 08/2023
    Dupree Financial Group,Llc
    Lexington, KY
  • 08/2023 → Present
    Level Four Financial, Llc
    Dallas, TX
  • 08/2023 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
Other Businesses

Professional Trapshooting, started 4/2015, non-investment related, participate in trapshooting events, Devote approximately 15 hours per month to this activity, none during business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-07
  • S66 Uniform Combined State Law Examination
    2003-01-07
Other Names
  • Trey Wilburn
  • Ema Wilburn
  • Ema Dan Wilburn
  • Ema Dan Wilburn Iii

View on SEC IAPD

More in Sadieville, KY

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