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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
12400 Coit Road Suite 100, Dallas, TX 75251 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco | Dallas | TX | 05/2019 | 08/2021 |
| Oppenheimer Funds Inc | Dallas | TX | 12/2013 | 05/2019 |
| Texas Capital Wealth Private Advisors | Dallas | TX | 04/2023 | 04/2026 |
| Texas Capital Bank | Dallas | TX | 04/2023 | 04/2026 |
| Tcbi Securities | Dallas | TX | 05/2023 | 04/2026 |
| Cmc Trading | Carrollton | TX | 09/2021 | 12/2022 |
| Unemployed | Carrollton | TX | 12/2022 | 04/2023 |
| Level Four Financial, Llc | Dallas | TX | 04/2026 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 04/2026 | Present |
| Level Four Capital Management | Dallas | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-29 |
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