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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-13 |
Branch Locations
600 Cleveland Street Suite 1060, Clearwater, FL 33755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Sunrise | FL | 01/2016 | 07/2016 |
| Foresters Financial Services | Sunrise | FL | 07/2016 | 12/2018 |
| Massmutual Life Insurance | Ft Lauderdale | FL | 01/2019 | 08/2020 |
| Massmutual South Florida/Mml Investor Services | Ft Lauderdale | FL | 01/2019 | 08/2020 |
| Hornor Townsend & Kent Llc | Horsham | PA | 09/2020 | 06/2021 |
| Penn Mutual Life Insurance Company | Horsham | PA | 08/2020 | 06/2021 |
| Fisher Investments | Tampa | FL | 10/2021 | 05/2023 |
| Unemployed | Boca Raton | FL | 06/2021 | 10/2021 |
| Level Four Financial | Dallas | TX | 05/2023 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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