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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2013-05-14 |
Branch Locations
909 S. Meridian Suite 510, Oklahoma City, OK 73108 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
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 |
|---|---|---|---|---|
| Blake & Blake Cpas Pc | Oklahoma City | OK | 03/1997 | Present |
| Lpl Financial Llc | Oklahoma City | OK | 05/2013 | 08/2021 |
| Level Four Advisor Services Llc | Oklahoma City | OK | 05/2013 | Present |
| Level Four Financial, Llc | Mobile | AL | 08/2021 | Present |
(1) 05/06/2013 - LEVEL FOUR INSURANCE SERVICES, LLC/ SALE OF NON-VARIABLE INSURANCE/ 10%/ OKLAHOMA CITY, OK (2) 07/16/2013 - LEVEL FOUR ADVISORY SERVICES LLC - REGISTERED INVESTMENT ADVISOR - LEVEL FOUR ADVISORY SERVICES LLC - RIA - ADVISOR - 40% OF TIME SPENT - OKLAHOMA CITY, OK (3) 03/17/2014 - BLAKE & STATHAM CPAS, LLC - TAX PREP / ACCOUNTING / BOOKKEEPING - ACCOUNTING AND TAXATION SERVICE - TIME SPENT 50% - OKLAHOMA CITY, OK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-08 |
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