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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-11 |
| AL | RA | APPROVED | 2021-05-20 |
| LA | RA | APPROVED | 2021-05-20 |
| TX | RA | APPROVED | 2021-05-20 |
Branch Locations
212 West Troy Street, Dothan, AL 36303 • United States
225 Forest Park Circle, Panama City, FL 32405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consulting And Investment Of Panama City | Panama City | FL | 12/2006 | Present |
| Level Four Financial, Llc | Dallas | TX | 06/2007 | Present |
| Level Four Advisory Services | Dallas | TX | 05/2021 | Present |
1. JOHNSON BROTHERS WHOLESALE MEATS, INC, INVESTMENT RELATED, 1640 NORTH COVE BLVD, PANAMA CITY, FL 32405, FAMILY BUSINESS. 4 HOURS PER MONTH/0 DURING TRADING. 2. CONSULTING & INVESTMENT INC OF PANAMA CITY, INC. NON INVESTMENT RELATED, 422 W. BEACH DRIVE, PANAMA CITY, FL 32401,INDEPENDENT INSURANCE AGENT; OWNER/PRESIDENT, MARKETING FINAL EXPENSE PROGRAM, START DATE MAY 2014, 10 HOURS PER MONTH/ 0 DURING TRADING HOURS. 3. HARBOR FINANCIAL SERVICES LLC DBA FOR LEVEL FOUR FINANCIAL SERVICES, 225 FOREST PARK CIRCLE, PANAMA CITY, FL, MARKETING DBA, START DATE DEC 20, 180- HOURS PER MONTH/150 DURING TRADING HOURS. 4. LEVEL FOUR ADVISORY SERVICES - INVESTMENT RELATED - 12400 COIT ROAD, DALLAS TEXAS - REGISTERED INVESTMENT ADVISORY FIRM - I AM AN REGISTERED INVESTMENT ADVISOR STARTING MAY, 2021. I WILL BE WORKING APPROXIMATELY 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS - I WILL PRIMARY BE WORKING ON FINANCIAL PLANNING FOR MY CLIENTS. 5. REHOBETH BAPTIST CHURCH, STARTED, 9/1/2024, ASSISTANT CHURCH TREASURER AND STEWARDSHIP COMMITTEE, LOCATED IN REHOBETH, AL, NOT INVESTMENT RELATED, DEVOTE APPROXIMATELY 2 HOURS PER MONTH AFTER SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-22 |
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