Best Investors
Account
Sign in
Best Investors
Account
Sign in
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
| AL | RA | APPROVED | 2025-06-26 |
Branch Locations
2100 Club Drive, Suite 200, Gadsden, AL 35901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Financial | Dallas | TX | 04/2025 | Present |
| Bain & Company | Boston | MA | 01/2018 | 08/2025 |
| Assetvault | London | 09/2017 | 01/2018 | |
| Extended Travel | London | 05/2017 | 09/2017 | |
| University Of Virginia | Charlottesville | VA | 06/2015 | 05/2017 |
| Level Four Advisory Services, Llc | Dallas | TX | 06/2025 | Present |
Valcrest Capital, dba for services provided through Level Four Financial, LLC and Level Four Advisory Services, LLC. Started August 2025, devoting approximately 12 hours per month to this business. Provides investment and financial advice to retail investors, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
Reach out to this advisor