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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-13 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
1001 3Rd Avenue West Suite 500, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St.LOuis | MO | 06/2017 | 10/2025 |
| Pan Handle Education Consortium | Chipley | FL | 08/2013 | 02/2017 |
| Manatee County School District | Bradenton | FL | 12/2014 | 07/2017 |
| Level Four Financial, Llc | Dallas | TX | 10/2025 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 10/2025 | Present |
BRADENTON KIWANIS, SERVICE ORGANIZATION FOR YOUTH IN MANATEE COUNTY, STARTED 10/6/2025, DEVOTE APPROXIMATELY 2 HOURS PER MONTH TO THIS ORGANIZATION W/ONE HOUR BEING DURING TRADING, NOT AN INVESTMENT RELATED BUSINESS, VOLUNTEER MEMBER ON BOARD OF TRUSTEES, RESPONSIBILITIES INCLUDING OVERSEEING HOW THE PRESIDENT IS RUNNING THE ORGANIZATION, LOCATED IN BRADENTON FL. MANATEE COUNTY SCHOOL BOARD, STARTED 8/6/2021, THIS IS AN ELECTED POSITION, NOT INVESTMENT RELATED, IN THIS ROLE WE HIRE THE SUPERINTENDENT OF SCHOOLS, RUN DAY TO DAY OPERATIONS OF THE SCHOOL DISTRICT AND ARE RESPONSIBLE FOR DISTRICT POLICIES. I DEVOTE APPROXIMATELY 20 HOURS PER MONTH TO THIS ACTIVITY WITH 5 HOURS BEING DURING MARKET TRADING HOURS, LOCATED IN BRADENTON FL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-15 |
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