Best Investors
Account
Sign in
Best Investors
Account
Sign in
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
30900 Woodard Avenue Suite 300, Bloomfield Hills, MI 48304 • 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 |
|---|---|---|---|---|
| National Planning Corporation | El Segundo | CA | 04/2007 | 03/2017 |
| Fsc Securities Corp | Atlanta | GA | 03/2017 | 01/2019 |
| Raymond James Financial Services Advisors, Inc. | Bloomfield Hills | MI | 01/2019 | 03/2024 |
| Raymond James Financial Services, Inc, | Bloomfield Hills | MI | 01/2019 | 03/2024 |
| Concurrent Advisors | Bloomfield Hills | MI | 01/2019 | 03/2023 |
| Financial Independence, Llc | Bloomfield Hills | MI | 04/2007 | Present |
| Level Four Financial, Llc | Dallas | TX | 04/2024 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 04/2024 | Present |
Name of Business: Financial Independence LLC Address: 40900 Woodward Ave Suite 300, Bloomfield Hills, MI, 48304, United States Activity Type: DBA Name for business conducted through Level Four Financial, LLC and Level Four Advisory Services, LLC. Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide investment related advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-29 |
Reach out to this advisor