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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2003 | 05/2017 |
| Columbia Bank | Eugene | OR | 05/2017 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2017 | 06/2019 |
| Cetera Investment Advisers Llc | Eugene | OR | 05/2017 | 06/2019 |
| Harbor Financial Services, Llc | Eugene | OR | 06/2019 | Present |
| Level Four Advisory Services | Dallas | TX | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-01 |
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