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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
1300 S. University Drive Suite 200, Fort Worth, TX 76107 • United States
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kovack Securities. Inc | Ft Lauderdale | FL | 10/2014 | 01/2024 |
| Woodard Insurance Llp | Fort Worth | TX | 07/1986 | 01/2024 |
| Level Four Financial, Llc | Fort Worth | TX | 01/2024 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 01/2024 | Present |
1) LEVEL FOUR INSURANCE AGENCY - 1300 S UNIVERSITY DRIVE, SUITE 110, FORT WORTH, TX 76107; INSURANCE AGENCY; INSURANCE SPECIALIST; INVESTMENT RELATED; SELL FIXED ANNUITIES, LIFE INSURANCE, HEALTH, DISABILITY, AND LTC INSURANCE, GROUP BENEFIT PLANNING INCLUDING FEE-BASED GROUP HEALTH INSURANCE CONSULTING AND FEE-BASED 401(K) CONSULTING,PROVIDES FEE-BASED INSURANCE CONSULTING, EXPERT WITNESS SERVICES, AND INSURANCE LITIGATION CONSULTING SERVICES; STARTED 1/2024; 60 HOURS/WEEK, 30 HOURS DURING TRADING HOURS 2) WILLIAM BLAKLEY WOODARD, SOLE PROPRIETOR; INSURANCE AGENT; STARTED 8/15/1986; NON-INVESTMENT RELATED; 1 HR PER MONTH DEVOTED TO BUSINESS; 0 HRS DURING TRADING HRS; 1300 S UNIVERSITY DRIVE, SUITE 110, FORT WORTH, TX 76107; SERVICE FIXED LIFE, DISABILITY, & LTC INSURANCE POLICIES 3) NOTARY PUBLIC IN STATE OF TEXAS - 1300 S UNIVERSITY DRIVE, SUITE 110, FORT WORTH, TX 76107; NOTARY PUBLIC; NOTARIZE DOCUMENTS IN TEXAS; NON-INVESTMENT RELATED ACTIVITY; <1% OF TIME SPENT 4) TARRANT COUNTY HOSPITAL DISTRICT, BOARD OF MANAGERS - 1500 S MAIN STREET, FORT WORTH, TX 76104; NON-INVESTMENT RELATED; PROVIDE HEALTH CARE SERVICES FOR NEEDY RESIDENTS AND INSURED PATIENTS;10% OF TIME SPENT, APPROXIMATELY 20 HOURS PER MONTH DEVOTED TO THIS BUSINESS WITH 5 HOURS SPENT DURING TRADING HOURS. 5) TARRANT COUNTY HOSPITAL DISTRICT PUBLIC FACILITY CORPORATION BOARD OF DIRECTORS - 1500 S MAIN STREET, FORT WORTH, TX 76104; NON-INVESTMENT RELATED; ATTENDING REGULAR & SPECIAL BOARD AND COMMITTEE MEETINGS; MEMBER; 1% OF TIME SPENT DURING TRADING HOURS. 6) TOLIP, INC. - 3808 ARROYO ROAD, FORT WORTH, TX 76109; NOT INVESTMENT RELATED; PARTICIPATION IN THE OVERSIGHT OF THE FIXED INSURANCE AGENCY; PRESIDENT AND SECRETARY; 1% OF TIME SPENT DURING TRADING HOURS 7) ESTATE OF DONALD MORRIS WOODARD, SR. - 3808 ARROYO ROAD, FORT WORTH TX, 76109; NON-INVESTMENT RELATED; EXECUTOR OF FATHER'S ESTATE; 5 HOURS/MONTH OF TIME SPENT WITH 2 HOURS BEING DURING TRADING HOURS. 8) WILLIAM BLAKELY WOODARD - SOLE PROPRIETOR - STARTED 10/01/2010 - POTENTIALLY REFER M&A CLIENTS TO WESTERN COMMERCE GROUP LLC - 1 HR DEVOTED DURING BUSINESS HRS - 1 HR DURING TRADING HRS - 1300 S UNIVERSITY DRIVE, SUITE 110, FORT WORTH, TX 76107
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-16 |
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