Best Investors
Account
Sign in
Best Investors
Account
Sign in
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Advisory Services | Plano | TX | 05/2012 | Present |
| Lpl Financial | Plano | TX | 11/2012 | 12/2020 |
| Level Four Financial, Llc | Dallas | TX | 01/2021 | Present |
1. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS, TX 75251, INDEPEDENT ADVISORY FIRM, INVESTMENT ADVISOR REPRESENTATIVE, START DATE JAN 2021, 100 HOURS PER MONTH/0 DURING TRADING. 2. MEZCALCULATED RISK, LLC, INVESTMENT GROUP, LLC W/3 MEMBERS TO MAKE AN INVESTMENT IN A TEQUILA COMPANY, STARTED 8/11/2025, NO TIME DEVOTED DURING TRADING HOURS, NOT INVESTMENT RELATED 3. LEVEL FOUR INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS TX 75251, START DATE JAN 2021, 4 HOURS DURING THE MONTH/0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-26 |
Reach out to this advisor