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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Wealth Advisory Group Llc | Phoenix | AZ | 09/2014 | 03/2018 |
| Woodbury Financial Services, Inc. | Phoenix | AZ | 09/2014 | 03/2018 |
| Concorde Investment Services, Llc | Livonia | MI | 04/2018 | 03/2021 |
| Concorde Asset Management, Llc | Livonia | MI | 04/2018 | 03/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | 08/2021 |
| Wentworth Ms | Frisco | TX | 04/2021 | 08/2021 |
| Raymond James Financial Services, Inc. | Dallas | TX | 08/2021 | 10/2022 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 08/2021 | 10/2022 |
| Messick Peacock & Associates | Dallas | TX | 08/2021 | 10/2022 |
| Level Four Financial, Llc | Dallas | TX | 10/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 10/2022 | Present |
LEVEL FOUR ADVISORY SERVICES, LLC, AN SEC REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX, BRANCH MANAGER, STARTED 10/19/2022, 80 HOURS PER MONTH DEVOTED DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-28 |
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