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Inactive

Giuseppe Mazzeo

Level Four Advisory Services

Miami, FL

Dallas, TX

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Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-15
  • FL RA
    APPROVED
    Since 2025-09-15

Branch Locations

1110 Brickell Ave Suite 210E, Miami, FL 33131 • United States

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holdun Family Office Llc Miami Beach FL 06/2019 Present
Andbank Private Bankers Miami FL 01/2014 06/2019
Level Four Advisory Services, Llc Dallas TX 09/2025 Present
  • 06/2019 → Present
    Holdun Family Office Llc
    Miami Beach, FL
  • 01/2014 → 06/2019
    Andbank Private Bankers
    Miami, FL
  • 09/2025 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
  • 2019-09-11 → 2026-01-22
    Holdun Family Office Llc
    Miami, FL
  • 2014-02-26 → 2019-06-11
    Andbanc Advisory Llc
    Miami, FL
  • 2006-04-22 → 2008-07-28
    Credit Suisse Private Advisors Ag
    Miami, FL
    Miami, FL
    Zurich
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-18
S66 Uniform Combined State Law Examination 2006-03-14
  • S65 Uniform Investment Adviser Law Examination
    2013-12-18
  • S66 Uniform Combined State Law Examination
    2006-03-14
Other Names
  • Pepe Mazzeo

View on SEC IAPD

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ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
ARKHE WEALTH MANAGEMENT · MIAMI, FL
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