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Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-13
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2017 → 10/2025
    St.LOuis, MO
  • 08/2013 → 02/2017
    Pan Handle Education Consortium
    Chipley, FL
  • 12/2014 → 07/2017
    Manatee County School District
    Bradenton, FL
  • 10/2025 → Present
    Level Four Financial, Llc
    Dallas, TX
  • 10/2025 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
  • 2017-12-19 → 2025-10-07
    Bradenton, FL
    St Louis, MO
    Bradenton, FL
    Bradenton, FL
    Bradenton, FL
    Bradenton, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-15
  • S66 Uniform Combined State Law Examination
    2017-12-15
Other Names
  • Wesley Chadwick Choate
  • Wesley Chadwick Choate

View on SEC IAPD

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