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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-30 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2012 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | 01/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | 01/2023 |
| Unemployed | Fort Worth | TX | 09/2017 | 04/2018 |
| Granite Financial Group | Keller | TX | 04/2018 | 01/2023 |
| Level Four Financial, Llc | Dallas | TX | 03/2023 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 03/2023 | Present |
1. INSURANCE AGENT, KELLER, TX, I HOLD MY INSURANCE LICENSE BUT AM NOT CURRENTLY A PRODUCING AGENT. NO TIME IS DEVOTED TO THIS ACTIVITY CURRENTLY. 2. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, 12400 COIT ROAD, DALLAS, TX 75251, SEC REGISTERED INVESTMENT ADVISOR, OPERATIONS MANAGER, STARTED 3/27/2023, 50% OF MY TIME IS DEVOTED TO THIS ENTITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-21 |
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