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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-21 |
Branch Locations
40900 Woodard Avenue Suite 300, Bloomfield Hills, MI 48304 • United States
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 |
|---|---|---|---|---|
| Commonwealth | San Diego | CA | 10/2012 | 03/2019 |
| Raymond James Financial Services, Inc | Bloomfield Hills | MI | 05/2019 | 03/2024 |
| Level Four Financial, Llc | Dallas | TX | 04/2024 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 05/2025 | Present |
1. Name of Business: Financial Independence LLC Address: Bloomfield Hills, MI, 48304, United States Activity Type: DBA For business conducted through Level Four Financial, LLC - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisor assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
Reach out to this advisor