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Account
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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-20 |
Branch Locations
40900 Woodard Avenue Suite 300, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo's Coney Island | East Lansing | MI | 10/2021 | 05/2024 |
| Rebo Lighting & Electronics | Ann Arbor | MI | 05/2022 | 08/2023 |
| Subway Franchise | Pontiac | MI | 12/2017 | 08/2021 |
| Indianwood Golf & Country Club | Lake Orion | MI | 05/2024 | Present |
| Level Four Financial, Llc | Dallas | TX | 01/2025 | Present |
| Student | Pontiac | MI | 01/2015 | 12/2017 |
| Level Four Advisory Services, Llc | Dallas | TX | 11/2025 | Present |
Financial Independence, Started 01/2025, Client Services Associate, DBA for business conducted under Level Four Financial and Level Four Advisory Services, Located at 40900 Woodard Avenue, Suite 300, Bloomfield Hills, MI 48304, Devote 40 hours per week to this activity all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
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