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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-05-16 |
| TX | RA | APPROVED | 2021-04-12 |
Branch Locations
320 North Street Suite 308, Nacogdoches, TX 75961 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2015 | 05/2019 |
| Fsc Securities Corporation | Nacogdoches | TX | 05/2019 | 08/2019 |
| Raymond James Financial Services Advisors, Inc. | Nacogdoches | TX | 08/2019 | 11/2020 |
| Raymond James Financial Services, Inc. | Nacogdoches | TX | 08/2019 | 11/2020 |
| Level Four Financial, Llc | Dallas | TX | 11/2020 | Present |
| Ubank | Nacogdoches | TX | 05/2020 | 02/2021 |
| Level Four Advisory Services, Llc | Dallas | TX | 04/2021 | Present |
1. The Chosen Ones Ministry Network, Not investment related non-profit organization, Virtual church/ministry created to reach and educate people for Christ in non-traditional format, Founding member, Work to facilitate gatherings; work on branding and marketing for the organizations; and setting up 501C3 and bank accounts, started 8/3/25, Devote approximately 25 hours per month to this activity with 1 hour during trading hours. 2.Goodwill Central East Texas, Non-profit retail organization that takes in donations and sells them to provide training and jobs for people that need a second chance., Not investment related, started 3/2023, As a Board Member I help support the CEO and his business objectives for his region along with other board members 3. Level Four Advisory Services, Investment Related, 12400 Coit Road, Suite 700, Dallas TX 75251, Investment Advisor Representative, Started 4/2021, 10 hours per month all during trading hours, Financial Planning account advisory 4. ETX Tibetan Mastiff Dog Breeder, Started 10.22.2021, Not Investment Related, Owner out of my home 5. Air Force Reserves, Start date 1/11/2026, Not-Investment Related, E-3 Airman First Class, 425 Lindbergh Avenue Barksdale AFB, LA, United States 71110, Will devote approximately 16 hours per month to this service. 6. Ray and Amanda Michum, Rental Property - Landlord, started 11/1/2025, Not investment related, Manage maintenance of home for renters, located in Mount Enterprise, TX.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-07 |
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