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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-02 |
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