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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-09 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
14400 Northbrook Drive Suite 240, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Life Advisors | San Antonio | TX | 06/2023 | 04/2025 |
| Level Four Financial | Dallas | TX | 10/2017 | 06/2023 |
| R.Q. Boothe And Associates | San Angelo | TX | 10/2015 | 10/2017 |
| Level Four Advisory Services | Dallas | TX | 05/2025 | Present |
Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-18 |
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