Gregory Thomas Williams

Current Employers

Level Four Advisory Services

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-12-21

FL RA
APPROVED

Since 2021-12-21

Branch Locations

12400 Coit Road Suite 700, Dallas, TX 75251

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

Organization	City	State	From	To
Personalized Service Insurance Agency	Bradenton	FL	01/1985	Present
Harbor Financial Services	Mobile	AL	02/2007	Present
Level Four Advisory Services	Dallas	TX	12/2021	Present

01/1985 → Present

Personalized Service Insurance Agency

Bradenton, FL
02/2007 → Present

Harbor Financial Services

Mobile, AL
12/2021 → Present

Level Four Advisory Services

Dallas, TX

Previous Registrations

2006-03-22 → 2007-02-21

Raymond James Financial Services, Inc.

Sarasota, FL

Sarasota, FL

Other Businesses

PERSONALIZED SERVICE INS. AGENCY INC, NON INVESTMENT RELATED, 1312 83RD ST NW, BRADENTON FL 34209; SENIOR INSURANCE SALES PROVIDING MEDICARE SUPPLEMENTS, FIXED ANNUITIES, SENIOR LIFE, LTC. OWNER/SALES AGENT, START DATE 7/1986, 10 HOURS PER MONTH, 8 DURING BUSINESS HOURS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-02-16
S63	Uniform Securities Agent State Law Examination	1995-06-16

S66 Uniform Combined State Law Examination

2006-02-16
S63 Uniform Securities Agent State Law Examination

1995-06-16

View on SEC IAPD

Current Employers

Level Four Advisory Services

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews