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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-12-21 |
| LA | RA | APPROVED | 2021-12-21 |
| TX | RA | APPROVED_RES | 2021-12-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Financial, Llc | Dallas | TX | 04/2004 | Present |
| Level Four Advisory Services | Dallas | TX | 12/2021 | Present |
1. ENTITY - KEVIN ADKINS SINCE 5/12/2021, NON-INVESTMENT RELATED, CREATED SO THAT I COULD JOIN PEO TO HANDLE MY PERSONAL HEALTH INSURANCE, NO TIME SPEND DURING BUSINESS HOURS, NO COMPENSATION, PEO DRAFTS DIRECTLY FROM MY PERSONAL ACCOUNT TO PAY PREMIUMS. 2. LEVEL FOUR ADVISORY SERVICES, INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, SEC REGISTERED INVESTMENT ADVISOR, INVESTMENT ADVISORY REPRESENTATIVE, START DECEMBER 2021, 10 HOURS PER MONTH DURING TRADING HOURS. 3. LEVEL FOUR INSURANCE, INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, INSURANCE AGENCY, STARTED DECEMBER 2021, 5 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-03 |
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