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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 01/2015 | 11/2019 |
| Bank Of America, N.A. | Portland | OR | 01/2015 | 11/2019 |
| Level Four Financial, Llc | Lake Oswego | OR | 11/2019 | Present |
| Level Four Advisory Services | Dallas | TX | 12/2021 | Present |
1.) Crystal Classique; Tualatin, OR; Not Investment-Related; Since 10/2015; Registered DBA which is not used currently; Devote 0 hrs/month to this activity. 2.) LionCrown Wealth Management LLC; Lake Oswego, OR; Investment-Related; Managing Member; Firm is a flow-through entity for Accounting and a DBA for Investment and Insurance business. 3. Fixed Insurance Agent, 5200 Meadows Road, STE 200, Lake Oswego, OR 97035, Agent for Fixed Insurance sales, 10 hours per month/0 during trading, start date Feb 2020 4. LionCrown Insurance Agency, Life and Health Insurance including Long Term Care and Medicate, Investment Related, Managing Member and President, Lake Oswego, OR 97035, Started 7/2023, 20% of time during market hours is devoted to this business. 6. Heritage Family Farms, Herdshare member, Started 1/31/2026. Purchaser of products, eggs, raw milk and meats due to laws of residing in Oregon. Located at 2085 Yellow Fir Rd. Tillamook, OR 97141. Devote 1 hour of time to this business outside of trading hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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