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Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2020-01-09
  • KY RA
    APPROVED
    Since 2020-01-09

Branch Locations

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

922 State Street Suite 100, Bowling Green, KY 42101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Western Kentucky University Bowling Green KY 12/1999 11/2019
Woodlawn Missionary Baptist Church Franklin KY 11/2013 07/2022
Lpl Financial, Llc Bowling Green KY 09/2019 12/2020
Level Four Advisory Services Llc Bowling Green KY 09/2019 12/2019
Level Four Advisory Services, Llc Bowling Green KY 01/2020 Present
Level Four Financial, Llc Dallas TX 01/2021 Present
  • 12/1999 → 11/2019
    Western Kentucky University
    Bowling Green, KY
  • 11/2013 → 07/2022
    Woodlawn Missionary Baptist Church
    Franklin, KY
  • 09/2019 → 12/2020
    Lpl Financial, Llc
    Bowling Green, KY
  • 09/2019 → 12/2019
    Level Four Advisory Services Llc
    Bowling Green, KY
  • 01/2020 → Present
    Level Four Advisory Services, Llc
    Bowling Green, KY
  • 01/2021 → Present
    Level Four Financial, Llc
    Dallas, TX
Other Businesses

1. LEVEL FOUR ADVISORY SERVICES LLC, INVESTMENT RELATED, 12400 COIT ROAD STE 700 DALLAS TX 75251, ADVISORY FIRM, IAR/FINANCIAL ADVISOR, START DATE JAN 20, 30 HOURS PER MONTH/10 HOURS DURING TRADING. 2. LEVEL FOUR INSURANCE AGENCY, NOT INVESTMENT RELATED, 12400 COIT ROAD STE 700 DALLAS TX 75251, AGENT, START DATE FEB 2020, 60 HOURS PER MONTH, 40 DURING TRADING. 3. WOODLAWN MISSIONARY BAPTIST CHURCH, FRANKLIN KY, STARTED 5/7/2020, PASTOR, 12 HOURS PER MONTH DEVOTED / 9 DURING TRADING HOURS. 4. ARTS OF SOUTHERN KENTUCKY FOUNDATION BOARD - VOLUNTEER BOARD MEMBER - START DATE 02/05/2024 - VIEW REPORTS AND PROVIDE SUPPORT OF THE AUXILARY EFFORTS FO THE FOUNDATION - NOT INVESTMENT RELATED - PROVIDE ZERO HRS DEVOTED DURING BUSINESS OR TRADING HRS. 601 College St, Bowling Green Ky. 42102 5. LOVE VALLEY LLC - AGRICULTURE - KEY PRINCIPLE - NOT INVESTMENT RELATED - STARTED 2/05/2024 - MANAGE FARM PRODUCTION OF HAY FOR 22 ACRES - DEVOTE 2 HRS PER MONTH DURING BUSINESS HRS, NONE DURING TRADING HRS - 1877 DYE FORD ROAD, ALVATON KY 42122 6. ASSOCIATION OF MISSIONAR BAPTIST BROADCASTERS, NON-PROFIT, NOT INVESTMENT RELATED, VOLUNTEER BOARD MEMBER, STARTED 2/15/2024, DEVOTE 0 HOURS DURING BUSINESS TRADING HOURS, ATTEND QUARTERLY BOARD MEETINGS, 616 MCMURRY BLVD., HARTSVILLE, TN 37074. 7. THE HIVE, INC., COMMUNITY NON-PROFIT, THE HIVE CREATES OPPORTUNITIES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, BOARD MEMBER/VOLUNTEER, 1818 US 31 W. BYPASS, BOWLING GREEN, KY 42101, STARTED 6/12/2024, DEVOTE APPROXIMATELY 2 HOURS PER MONTH OUTSIDE OF TRADING HOURS, SUPPORT EXECUTIVE DIRECTOR WITH THE HIVE'S MISSION TO CREATE OPPORTUNITY FOR ADULTS WITH DISABILITIES. 8. WARRENT CO PUTLIC SCHOOLS EDUCATION FOUNDATION, VOLUNTEER BOARD MEMBER, ASSIST DIRECTOR FOR THE WCPS EDUCATIONAL FOUNDATION, STARTED 10/15/25, DEVOTE APPROX. 2 HOURS PER MONTH TO THIS ENTITY WITH 1 HOUR DURING TRADING HOURS, INVESTMENT RELATED BUT NO ACCESS OR CUSTODY TO FOUNDATION FUNDS. 3030 LOVERS LANE, BOWLING GREEN, KY 42103.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-26
  • S66 Uniform Combined State Law Examination
    2019-11-26
Other Names
  • Brad A Wheeler
  • Brad Wheeler

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