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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Agent | Bradenton | FL | 08/2005 | Present |
| Level Four Financial, Llc | Mobile | AL | 02/2007 | Present |
| Level Four Advisory Services | Dallas | TX | 12/2021 | Present |
1. COHEN INVESTMENT MANAGEMENT, INC., DBA NAME, INVESTMENT RELATED, 1001 THIRD AVE W, # 320, BRADENTON FL 34205, HFS, FINANCIAL PLANNING, OWNER/REGISTERED REPRESENTATIVE, START DATE, 1-1-2008, 160 HOURS PER MONTH/ALL DURING TRADING. 2.INDEPENDENT INSURANCE AGENT; 1001 THIRD AVENUE W, # 320, BRADENTON, FL 34205; NOT INVESTMENT RELATED; AGENT, HEALTH, LIFE AND DISABILITY INSURANCE; START DATE 1997; 4 HOURS PER MONTH/ALL DURING TRADING. 3. MICHAEL COHEN TTEE; BRADENTON, FL; NOT INVESTMENT-RELATED; SINCE 9/19/2020; TRUSTEE/EXECUTOR; FAMILY-RELATED TRUSTEE & EXECUTOR; DEVOTE 3 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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