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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Allentown | PA | 07/2006 | 04/2022 |
| Bankers Life Securities, Inc | Allentown | PA | 01/2016 | 04/2022 |
| Bankers Life Advisory Services | Allentown | PA | 03/2022 | 04/2022 |
| Bankers Life Securities | Sebring | FL | 04/2022 | 07/2024 |
| Bankers Life Advisory Services | Sebring | FL | 04/2022 | 07/2024 |
| Level Four Advisory Services, Llc | Dallas | TX | 10/2024 | Present |
LEVEL FOUR INSURANCE AGENCY, STARTED 10/1/2024, INDEPENDENT INSURANCE AGENT, 12400 COIT ROAD, DALLAS, TX 75251, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-20 |
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