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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-09 |
Branch Locations
4600 Sherwood Common Boulevard Suite 201, Baton Rouge, LA 70816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfg Advisors Llc | Frisco | TX | 03/2015 | 11/2017 |
| Level Four Advisory Services | Plano | TX | 01/2018 | 03/2026 |
| Legacy Wealth Partners | Baton Rouge | LA | 01/2018 | Present |
| Signal Advisors Wealth, Llc | Detroit | MI | 03/2026 | Present |
1/1/2019 - Insurance Agent, Level Four Insurance Agency, 12400 Coit Road, Suite 700, Dallas TX 75251, 40 hours per month during trading hours, Research, recommend and service insurance from insurance carriers including life and annuities. 10/01/2021 - Tekton Properties, Real Estate Investing, 50% Partner & Manager, Investment Related, 4 hours per month during trading hours, Pay taxes, insurance loans for properties when due, paid rental income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-16 |
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