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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-22 |
Branch Locations
4004 Summit Blvd Ne Suite 800, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gv Atlanta, Inc. | Atlanta | GA | 01/1993 | 11/2016 |
| Minnesota Life Insurance Company | St. Paul | MN | 03/1993 | 02/2018 |
| Securian Financial Services, Inc. | St. Paul | MN | 03/1993 | 02/2018 |
| Gv Financial Advisors, Inc. | Atlanta | GA | 05/2001 | 11/2016 |
| Joyn Advisors, Inc. | Atlanta | GA | 11/2016 | 02/2018 |
| Joyn Atlanta, Inc. | Atlanta | GA | 11/2016 | 02/2018 |
| Altera Advisors, Llc | Atlanta | GA | 11/2020 | 12/2021 |
| Consolidated Planning Corporation | Atlanta | GA | 10/2018 | 04/2019 |
| Virtualboard | Atlanta | GA | 04/2019 | 10/2024 |
| Consulting | Atlanta | GA | 03/2018 | 01/2022 |
| Level Four Advisory Services, Llc | Dallas | TX | 01/2022 | Present |
| Level Four Financial, Llc | Dallas | TX | 01/2022 | Present |
LEVEL FOUR BUSINESS SOLUTIONS, LLC - CONSULTANT/BUSINESSS SOLUTIONS SPECIALIST, ENTITY DOES BUSINESS CONSULTING, NOT INVESTMENT RELATED, 12400 COIT ROAD, SUITE 700, DALLAS TX 75251, DEVOTE APPROXIMATELY 80 HOURS PER MONTH TO THIS ENTITY DURING BUSINESS HOURS, STARTED 4/22/22. CREATIVE COMMUNITY SERVICES, NON-PROFIT ORGANIZATION, NOT INVESTMENT RELATED, BOARD MEMBER, NORCROSS, GA, STARTED 7/29/2025, DEVOTE APPROXIMATELY 2 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS TO THIS ENTITY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-28 |
| S66 | Uniform Combined State Law Examination | 2000-08-31 |
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