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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-16 |
| MN | RA | APPROVED | 2014-01-31 |
Branch Locations
10900 Wayzata Blvd. Suite 830, Minnetonka, MN 55305 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Minnetonka | MN | 01/2014 | 08/2021 |
| Level Four Advisory Services | Minnetonka | MN | 01/2014 | Present |
| Level Four Financial, Llc | Dallas | TX | 08/2021 | Present |
1. 01/24/2014 - Summit Financial Advisors - INV REL - AT REPORTED LOCATION - DBA for Level Four Financial Business - 10%/ TIME SPENT 2. 01/24/2014 - West Associates, LLC - INV REL - Business Entity For Tax/Investment Purposes Only - 1% TIME SPENT - Pass-through for revenue for accounting purposes 3. 01/24/2014 - Level Four Insurance Services, LLC - INV REL - Non-Variable Insurance - Agent 4. 02/03/2014 - LEVEL FOUR ADVISORY SERVICES, LLC REGISTERED INVESTMENT ADVISOR -LEVEL FOUR ADVISORY SERVICES, LLC - FEE BASED ASSET MANAGEMENT AND SERVICES.- TIME SPENT 75% - MINNETONKA- MN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-16 |
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