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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-20 |
Branch Locations
3900 Clark Road Building R, Sarasota, FL 34233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tervis | North Venice | FL | 10/2007 | 11/2019 |
| Magnuson Financial, Inc. | Sarasota | FL | 10/2019 | Present |
| Level Four Financial, Llc | Dallas | TX | 10/2019 | Present |
MAGNUSON FINANCIAL, STARTED 10/2019, DIRECTOR OF BUSINESS OPERATIONS, DBA NAME FOR BROKERAGE CLIENT RELATIONSHIPS MAINTAINED BY LEVEL FOUR FINANCIAL, LLC, LOCATED AT 3900 CLARK ROAD, BUILDING R, SARASOTA, FL 34233. 100% OF TIME DEVOTED TO THIS ENTITY DURING MARKET HOURS, INVESTMENT RELATED. LEVEL FOUR ADVISORY SERVICES, STARTED 4/2023, INVESTMENT ADVISOR REPRESENTATIVE, HOME OFFICE LOCATED AT 12400 COIT ROAD, DALLAS TX 75251, 50% OF TIME DEVOTED TO ADVISORY ACTIVITY THROUGH DBA MAGNUSON FINANCIAL. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-23 |
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