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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-08 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
250 Olmsted Blvd, Suite C, Pinehurst, NC 28374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Financial, Llc | Dallas | TX | 10/2021 | Present |
| Liberty University | Lynchburg | VA | 08/2015 | 05/2020 |
| Mid-Atlantic Securities, Inc. | Pinehurst | NC | 06/2020 | 09/2021 |
| Level Four Advisory Services, Llc | Dallas | TX | 05/2025 | Present |
WALTERS WEALTH MANAGEMENT, DBA UNDER WHICH LEVEL FOUR SERVICES (ADVISORY AND BROKERAGE) ARE OFFERED. 250 OLMSTED BLVD., PINEHURST NC 28374. STARTED 11/2024, INVESTMENT RELATED, DEVOTE 100% OF TIME TO THIS ENTITY AS A DBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-29 |
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