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Current Employers
Level Four Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-08
  • FL RA
    APPROVED
    Since 2025-05-08

Branch Locations

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

1110 Brickell Ave Suite 210E, Miami, FL 33131 • 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
Greenspoon Marder Llp Miami FL 03/2016 03/2025
Level Four Advisory Services, Llc Dallas TX 03/2025 Present
  • 03/2016 → 03/2025
    Greenspoon Marder Llp
    Miami, FL
  • 03/2025 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Other Businesses

1. ZIA RE LLC, RENTAL REAL ESTATE, INVESTMENT RELATED, MANAGER, COLLECT RENT AND PAY EXPENSES, STARTED 2/1/2008. NO TIME DEVOTED DURING MARKET HOURS, LOCATED IN MIAMI FL, 33132. 2. SANTAFAM LAND TRUST, RENTAL REAL ESTATE, INVESTMENT RELATED, MANAGER, COLLECT RENT AND PAY EXPENSES, STARTED 8/15/2001, NO TIME DEVOTED DURING MARKET HOURS, LOCATED IN MIAMI BEACH FL, 33139.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01

View on SEC IAPD

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