Best Investors
Account
Sign in
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-05-02 |
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Shakopee | MN | 07/2007 | 05/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2007 | 05/2023 |
| Level Four Financial, Llc | Dallas | TX | 05/2023 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 05/2023 | Present |
1.FARM TRUST INCOME, POSITION: Beneficiary NATURE: I am the beneficiary of farm land rent through a trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: 840 Rosewood Circle, Shakopee MN 55379, United States DESCRIPTION: None 2.CRP PAYMENTS, POSITION: Land owner receiving CRP payments NATURE: I am a land owner of raw land that is currently in a conservation program and I am receiving payment for that conservation. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2019, ADDRESS: 840 Rosewood Circle, Shakopee MN 55379, United States, DESCRIPTION: None other than keeping the land in a conservative state. 3.ABF PROPERTIES LLC, POSITION: Owner NATURE: Commercial Office Property being rented. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2014 ADDRESS: 238 Lewis Street South, Shakopee MN 55379, United States, DESCRIPTION: Paying expenses and collecting rents. 4.TILLABLE FARM LAND RENTAL INCOME, POSITION: Owner of farm land NATURE: I am renting tillable farm land. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2017, ADDRESS: 840 Rosewood Circle, Shakopee MN 55379, United States DESCRIPTION: Paying taxes and collecting rent. Level Four Advisory Services, LLC, SEC Registered Investment Advisor, Investment Advisor Representative, Started 5/2/2023, Located at 12400 Coit Road, Dallas TX 75251, Devote 50-70% of time to this entity under the dba name Entirety Wealth. 5. RESIDENTIAL RENTAL HOUSE, RENTING PROPERTY SHORT TERM RENTAL STARTED 5/1/2024, LOCATED IN MORTON, MN, NOT INVESTMENT RELATED, HOME OWNER/LANDLORD. APPROXIMATELY 5 HOURS DEVOTED MONTHLY AFTER TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-14 |
Reach out to this advisor