Best Investors Account Sign in
Current Employers
Level Four Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-02-22
  • GA RA
    APPROVED
    Since 2022-02-22

Branch Locations

4004 Summit Blvd Ne Suite 800, Atlanta, GA 30319 • 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
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
  • 01/1993 → 11/2016
    Gv Atlanta, Inc.
    Atlanta, GA
  • 03/1993 → 02/2018
    Minnesota Life Insurance Company
    St. Paul, MN
  • 03/1993 → 02/2018
    Securian Financial Services, Inc.
    St. Paul, MN
  • 05/2001 → 11/2016
    Gv Financial Advisors, Inc.
    Atlanta, GA
  • 11/2016 → 02/2018
    Joyn Advisors, Inc.
    Atlanta, GA
  • 11/2016 → 02/2018
    Joyn Atlanta, Inc.
    Atlanta, GA
  • 11/2020 → 12/2021
    Altera Advisors, Llc
    Atlanta, GA
  • 10/2018 → 04/2019
    Consolidated Planning Corporation
    Atlanta, GA
  • 04/2019 → 10/2024
    Virtualboard
    Atlanta, GA
  • 03/2018 → 01/2022
    Consulting
    Atlanta, GA
  • 01/2022 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
  • 01/2022 → Present
    Level Four Financial, Llc
    Dallas, TX
Previous Registrations
  • 2021-07-15 → 2021-12-17
    Altera Advisors, Llc
    Atlanta, GA
  • 2003-05-02 → 2018-03-15
    Joyn Advisors, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2003-05-02 → 2011-12-06
    Gv Financial Advisors, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2007-08-24 → 2010-06-25
    Securian Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
Other Businesses

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.

Exams
CodeExamDate
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
  • 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
Designations
Other Names
  • Suzanne Robin Thompson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor