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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-17 |
| TX | RA | APPROVED | 2022-08-10 |
Branch Locations
763 Madison Road Suite 203, Culpeper, VA 22701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Atlantic Securities, Inc. | Raleigh | NC | 04/2008 | Present |
| Level Four Financial, Llc | Dallas | TX | 08/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 08/2022 | Present |
UVA Community Health Unified Community Board, Board Member, Non-profit Hospital system, Not Investment Related, Started 1/2024, Devote 8 hours per month, 4 during trading hours, Meet quarterly and periodically to support 3 hospitals (Unified Community Health) purchased by University of Virginia Health System from Novant Health, located at 8700 Sudley Road, Manassas VA 20110. Insurance - Fixed Annuity Sales, Started 1/2008, Investment Related, Financial Advisor, Devote 1 hour per month during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-07 |
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