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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-03 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
1801 S. 2Nd Street Suite 500, Mcallen, TX 78503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Mcallen | TX | 09/2019 | 11/2022 |
| Fan Wear Hq | Edinburg | TX | 07/2016 | 08/2019 |
| Lpl Financial Llc | Mcallen | TX | 01/2023 | 08/2025 |
| Lone Star National Bank | Mcallen | TX | 01/2023 | 08/2025 |
| Level Four Financial, Llc | Dallas | TX | 08/2025 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 08/2025 | Present |
1. Family Estate Trust - Started 7/11/2022, Investment Related, not related to existing clients, Executor and Trustee, Located in Pharr TX, Devote approximately 5 hours per month to this activity outside of trading hours. 2. NB Elite Real Estate Group, Real Estate Brokerage, Started 1/1/2026, Devote 5 hours per month outside of trading hours, not investment related, Aiding Buyers and Sellers in their real estate transactions after hours and on weekends, I am a licensed Realtor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
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