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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-10-14 |
Branch Locations
763 Madison Road Suite 203, Culpeper, VA 22701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Atlantic Securities, Inc. | Culpeper | VA | 03/1996 | 10/2022 |
| Level Four Financial, Llc | Dallas | TX | 10/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 10/2014 | 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 120 HOURS PER MONTH TO ADVISORY BUSINESS DURING TRADING HOURS. MEMBER OF LLC THAT HAVE RENTAL PROPERTIES. NO COMPENSATION TO DATE. STARTED IN 2004. SPEND NO TIME WITH THESE DURING TRADING HOURS. NAMES: PIEDMONT INVESTORS, LOCATED IN CULPEPER, VA. LIFE INSURANCE AGENT SINCE 1995. SPENDS ABOUT 2 HOURS A MONTH AND RECEIVES COMMISSION OF ABOUT $15K A YEAR. IT IS INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-05 |
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