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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Financial, Llc | Dallas | TX | 06/2025 | Present |
| Full Time Education | Columbia | SC | 08/2024 | 05/2025 |
| State Farm | Lexington | SC | 10/2024 | 03/2025 |
| Down East Protection Systems | Kinston | NC | 05/2024 | 08/2024 |
| Level Four Financial | Dallas | TX | 05/2023 | 08/2023 |
| Full Time Education | Columbia | SC | 08/2022 | 05/2023 |
| Full Time Education | Columbia | SC | 08/2023 | 05/2024 |
| Down East Protection Systems | Kinston | NC | 05/2022 | 08/2022 |
| Full Time Education | Kinston | NC | 08/2021 | 05/2022 |
| Down East Protection Systems | Kinston | NC | 05/2021 | 08/2021 |
| Full Time Education | Kinston | NC | 08/2020 | 05/2021 |
| Perry Management | Kinston | NC | 05/2020 | 08/2020 |
| Full Time Education | Kinston | NC | 08/2008 | 05/2020 |
| Level Four Advisory Services, Llc | Dallas | TX | 06/2025 | Present |
LEVEL FOUR ADVISORY SERVICES, LLC, CLIENT SERVICES ASSOCIATE, STARTED 6/2025, INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, DEVOTE APPROXIMATELY 50% OF TIME TO THIS ENTITY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
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