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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 06/2013 | 12/2025 |
| The Fidelity Bank | Cary | NC | 06/2013 | 12/2025 |
| Level Four Advisory Services, Llc | Dallas | TX | 12/2025 | Present |
| Level Four Financial, Llc | Dallas | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-31 |
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