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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dallas | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | 03/2017 |
| Ameriprise Financial Services Inc | Southlake | TX | 03/2017 | 02/2022 |
| Level Four Financial, Llc | Dallas | TX | 02/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 02/2022 | Present |
2/2022 - Level Four Advisory Services, LLC, Investment Related, 12400 Coit Road, Dallas TX 75251, SEC Registered Investment Advisor, Paraplanner, 160 Hours per month during securities trading hours, I assist in the preparation of financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-16 |
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