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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-14 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
98 Cutter Mill Road Suite 273 South, Great Neck, NY 11021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Louis Orgera Cpa | Garden City | NY | 11/1992 | Present |
| Mid-Atlantic Securities, Inc. | Little Neck | NY | 11/2005 | 10/2022 |
| Level Four Financial, Llc | Dallas | TX | 10/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 10/2022 | Present |
Level Four Advisory Services, LLC, Investment Related, SEC Registered Investment Advisor, started 10/24/2022 / Investment Advisor Representative / Managed investments for my clients / Located at 12400 Coit Road, Suite 700, Dallas TX 75251 / Devote approximately 100 hours per month to advisory business during trading hours. Lizzul, Orgera, & Weihs, CPA, PC, Business is not investment related, located at 585 Stewart Av. Ste. 414 Garden City, NY 11530, CPA - Predominantly Tax Practice for small business and individual tax clients, 10/2017, Devote 100 Hours per month during securities trading hours. Executor of Estate of Paula Vogelsohn, My Aunt, , Not Investment Related, Located at 585 Stewart Av. Ste. 414 Garden City, NY 11530, started 3/2008, Responsible for paying bills and tax returns. Not involved in Investments for this relationship, Fortis Lux (Mass Mutual), started 3/31/2025, Life Insurance, Not Investment Related, 120 White Plains Road, Suite 601, Tarrytown, NY 10591, Selling UL and Permanent Life Insurance, Devote approximately 2 hours per month to this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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