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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-22 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bp Wealth Management, Llc | Boston | MA | 10/2014 | 09/2016 |
| Level Four Advisory Services | Dallas | TX | 03/2017 | Present |
| Unemployed | Boston | MA | 09/2016 | 02/2017 |
| Level Four Capital Managment, Llc | Dallas | TX | 11/2019 | Present |
| Level Four Financial, Llc | Dallas | TX | 12/2025 | Present |
Also registered with Level Four Capital Management, LLC, affiliate SEC registered investment advisory, Practice Director - Asset Management, 11/2019, 160 hr/mth, all during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-08 |
Reach out to this advisor