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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-30 |
| VA | RA | APPROVED | 2022-09-30 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
500 Strawberry Plains Road Suite 100, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 12/2014 | 09/2022 |
| Level Four Financial, Llc | Dallas | TX | 09/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 09/2022 | Present |
1. INSURANCE SALES/SERVICING- AGENT. HE SELLS AND SERVICES LIFE INSURANCE POLICIES FOR CLIENTS. ABOUT 1 HOUR A MONTH IS DEVOTED TO THIS, ALL DURING TRADING HOURS. START DATE: 1/7/15 2. GORE | SADLER WEALTH MANAGEMENT- DBA. OWNER/FINANCIAL PROFESSIONAL, INVESTMENT RELATED, DBA USED FOR SECURITIES BUSINESS DONE THROUGH LEVEL FOUR, DEVOTE APPROXIMATELY 160 HOURS PER MONTH TO THIS ACTIVITY WITH 120 BEING DURING SECURITIES MARKET HOURS. STARTED 02/16/2010.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-02 |
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