Best Investors
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Account
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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-08-13 |
| MN | RA | APPROVED | 2014-01-29 |
Branch Locations
10900 Wayzata Blvd. Suite 830, Minnetonka, MN 55305 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Minnetonka | MN | 01/2014 | 08/2021 |
| Level Four Advisory Services | Minnetonka | MN | 01/2014 | Present |
| Level Four Financial, Llc | Dallas | TX | 08/2021 | Present |
1. 01/24/2014 - SUMMIT FINANCIAL ADVISORS/ DBA ONLY FOR LEVEL FOUR FINANCIAL, LLC AND LEVEL FOUR ADVISORY SERVICES, LLC, BUSINESS / 10%/ MINNETONKA, MN 2. 01/24/2014 - LEVEL FOUR INSURANCE AGENCY, LLC/ SALE OF NON-VARIABLE INSURANCE/ 20%/ MINNETONKA, MN 3. 1/30/2014 - LEVEL FOUR ADVISORY SERVICES, LLC - REGISTERED INVESTMENT ADVISOR - FEE BASED ASSET MANAGEMENT AND SERVICE FOR FEES. - 75% TIME SPENT -MINNETONKA, MN. 4. 11/6/2014 - OTHER-LEGAL ENTITY FOR TAX/ACCOUNTING PURPOSES - WEST ASSOCIATES, LLC - 1 HOUR PER MONTH/0 HOURS DURING TRADING - MINNETONKA, MN. 5. 11/20/2014 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - SCHERER FINANCIAL CORP - INVESTMENT RELATED - 4 HOURS PER MONTH/0 HOURS DURING TRADING - LORETTO, MN. 6. 1/6/2016: AdvisorNet Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/05/2016 - 1 Hour Per Month During Securities Trading - Agent. 7. HAMEL ATHLETIC CLUB, STARTED 2/1/2022, YOUTH BASEBALL CLUB, BOARD MEMBER & PRESIDENT, SIGNER OF CONTRACTS AND BANKING ACCOUNTS, LOCATED IN HAMEL MN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-07 |
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