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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-23 |
Branch Locations
2699 Howell Street Suite 1100, Dallas, TX 75204 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 08/2010 | 10/2016 |
| Tiaa | Lewisville | TX | 08/2010 | 10/2016 |
| Capital One Investing, Llc | Dallas | TX | 10/2016 | 12/2017 |
| E*Trade Securities Llc | Dallas | TX | 12/2017 | 02/2021 |
| E*Trade Capital Management Llc | Dallas | TX | 12/2017 | 02/2021 |
| Prospera Financial Services Inc. | Dallas | TX | 02/2021 | 06/2022 |
| Level Four Financial, Llc | Dallas | TX | 06/2022 | 07/2024 |
| Level Four Advisory Services, Llc | Dallas | TX | 06/2022 | 07/2024 |
| M Holdings Securities, Inc. | Portland | OR | 07/2024 | Present |
6/2022 LEVEL FOUR ADVISORY SERVICES, INVESTMENT RELATED SEC REGISTERED RIA, 12400 COIT ROAD, DALLAS TX 75251, BRANCH MANAGER, SUPERVISORY PRINCIPAL, 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-31 |
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