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Account
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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Nashville | TN | 05/2010 | 04/2017 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2017 | 04/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2017 | 04/2020 |
| Eagle Life Insurance Company | 6000 Westown Parkway | IA | 06/2020 | 01/2021 |
| Brokers International Financial Services | Urbandale | IA | 07/2020 | 01/2021 |
| Lpl Financial Llc | College Grove | TN | 01/2021 | 05/2021 |
| Lpl Financial Llc | Mcallen | TX | 05/2021 | 03/2025 |
| Bank Of Tennessee | Nashville | TN | 05/2021 | 01/2023 |
| Lone Star National Bank | Mcallen | TX | 01/2023 | 03/2025 |
| Level Four Financial, Llc | Dallas | TX | 03/2025 | 02/2026 |
| Level Four Advisory Services, Llc | Dallas | TX | 03/2025 | 02/2026 |
| Pnc Wealth Management | San Antonio | TX | 02/2026 | 08/2026 |
| Level Four Financial, Llc | Dallas | TX | 08/2026 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-07 |
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