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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
810 E. Yandell Dr., El Paso, TX 79902 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2015 | 12/2017 |
| Lincoln Financial Advisors, Inc | El Paso | TX | 12/2017 | 10/2018 |
| Lpl Financial, Llc | El Paso | TX | 10/2018 | 12/2020 |
| Level Four Advisory Services, Llc | Dallas | TX | 10/2018 | Present |
| Level Four Financial, Llc | Dallas | TX | 01/2021 | Present |
1. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, ADVISORY FIRM, FINANCIAL ADVISOR/WEALTH ADVISOR, START DATE OCT 2018, 100 HOURS PER MONTH/100 DURING TRADING, 12400 COIT ROAD, STE 700 DALLAS TX 75251. 2. LEVEL FOUR INSURANCE, NOT INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS TX 75251, AGENT, START DATE OCT 2018, 10 HOURS PER MONTH/10 DURING TRADING. 3. NORTHEAST ROCKETS, NON-PROFIT BASKETBALL ORGANIZATION, COLLECT FUNDS FROM PARENTS TO PAY FOR BASKETBALL LEAGUE, GYM RENTAL ETC., BASKETBALL COACH, STARTED 8/22/2022, DEVOTE APPROXIMATELY 24 HOURS PER MONTH TO THIS ACTIVITY WITH 0 DURING MARKET TRADING HOURS. 4. LEVEL FOUR BUSINESS SOLUTIONS, LLC, BUSINESS SOLUTIONS SPECIALIST, BUSINESS CONSULTING, STARTED 6/1/2023, DEVOTE APPROXIMATELY 80 HOURS DURING TRADING HOURS, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-17 |
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