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Current Employers
Level Four Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-31
  • TX RA
    APPROVED
    Since 2026-07-31

Branch Locations

12400 Coit Road Suite 1280, Dallas, TX 75251 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Podsednik & Company, P.C. Euless TX 12/1994 Present
Level Four Advisory Services Euless TX 12/2010 10/2019
Lpl Financial Llc Euless TX 11/2012 10/2019
Avantax Investment Services, Inc. Bedford TX 10/2019 09/2025
Avantax Advisory Services Bedford TX 10/2019 09/2025
Avantax Insurance Agency Llc Bedford TX 10/2019 09/2025
Cetera Wealth Services, Llc Bedford TX 09/2025 07/2026
Cetera Investment Advisers Llc Schaumburg IL 09/2025 07/2026
Level Four Financial, Llc Dallas TX 07/2026 Present
Level Four Advisory Services, Llc Dallas TX 07/2026 Present
  • 12/1994 → Present
    Podsednik & Company, P.C.
    Euless, TX
  • 12/2010 → 10/2019
    Euless, TX
  • 11/2012 → 10/2019
    Lpl Financial Llc
    Euless, TX
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Bedford, TX
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Bedford, TX
  • 10/2019 → 09/2025
    Avantax Insurance Agency Llc
    Bedford, TX
  • 09/2025 → 07/2026
    Cetera Wealth Services, Llc
    Bedford, TX
  • 09/2025 → 07/2026
    Schaumburg, IL
  • 07/2026 → Present
    Level Four Financial, Llc
    Dallas, TX
  • 07/2026 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
  • 2025-09-05 → 2026-07-21
    Bedford, TX
  • 2019-10-21 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Bedford, TX
    Bedford, TX
  • 2010-12-20 → 2019-10-31
    Euless, TX
    Dallas, TX
    Euless, TX
    Bedford, TX
  • 2005-05-24 → 2010-12-21
    Kestra Investment Services, Llc
    Addison, TX
    Euless, TX
  • 2010-12-17 → 2010-12-17
    Osaic Fs, Inc.
    Euless, TX
    Plano, TX
    Euless, TX
  • 2004-12-14 → 2005-05-26
    Mony Securities Corporation
    Euless, TX
Other Businesses

1. PODSEDNIK & COMPANY PC, Not Investment Related, 2700 TIBBETS DR, STE 408, BEDFORD TX 76022, Accounting Services/Tax Preparation, Started 12/20/1994, Devote approximately 80 hours per month (Half of my time) on providing accounting, tax and consulting services while the other half is spent overseeing my employees that provide accounting, tax and consulting services.| 2. PODSEDNIK FINANCIAL, started 7/2026, DBA for business conducted through Level Four Group of companies including BD, RIA and Insurance. Located at 12400 Coit Road, Suite 1280, Dallas TX 75251, I am an independent IAR and Registered Representative and work approximately 80 hours per month during trading hours with this entity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-02
S63 Uniform Securities Agent State Law Examination 2002-12-02
  • S66 Uniform Combined State Law Examination
    2004-11-02
  • S63 Uniform Securities Agent State Law Examination
    2002-12-02
Other Names
  • Trent Adrian Podsednik

View on SEC IAPD

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