Inactive

Robert Stephen Kalaman

Level Four Advisory Services

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Current Employers

Level Four Advisory Services

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-01-09

GA RA
APPROVED

Since 2024-01-09

Branch Locations

4004 Summit Blvd Suite 125, 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

Organization	City	State	From	To
Level Four Advisory Services, Llc	Dallas	TX	12/2023	Present
Bank Of America	Atlanta	GA	01/2005	06/2021
Bank Of Montreal	Atlanta	GA	07/2021	11/2023

12/2023 → Present

Level Four Advisory Services, Llc

Dallas, TX
01/2005 → 06/2021

Bank Of America

Atlanta, GA
07/2021 → 11/2023

Bank Of Montreal

Atlanta, GA

Previous Registrations

2003-04-01 → 2005-01-18

Columbia Management Advisors, Inc.

Naples, FL
2000-10-23 → 2003-04-01

Fleet Investment Advisors Inc.

Naples, FL

Designations

View on SEC IAPD

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Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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