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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-21 |
Branch Locations
1230 Oakley Seaver Drive Suite 101, Clermont, FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keiber Retirement Solutions | Clermont | FL | 09/2006 | Present |
| Live Answer Receptionist, Llc | Clermont | FL | 10/2010 | Present |
| Insurance-Non Variable | Clermont | FL | 08/2011 | Present |
| Clermont Professional Executive Offices | Clermont | FL | 10/2010 | Present |
| Level Four Financial, Llc | Mobile | AL | 08/2012 | Present |
| Level Four Advisory Services | Dallas | TX | 12/2021 | Present |
1. LIVE ANSWER RECEPTIONIST A/K/A CPEO, 1230 Oakley Seaver Drive, STE 101, CLERMONT, FL, USA, 34711, NOT INVESTMENT RELATED, REVENUE FROM SALES, VIRTUAL RECEPTIONIST AND VIRTUAL OFFICES, OWNER, START MAY 2008, 20 HRS PER MONTH, 10 DURING TRADING HRS, MGMT OVERSIGHT. 2. KEIBER RETIREMENT SOLUTIONS, 1230 Oakley Seaver Drive, STE 101, CLERMONT, FL, USA, 34711, INVESTMENT RELATED, NO COMPENSATION, DBA USED FOR MARKETING, OWNER, START OCT 2006, 40 HRS PER MONTH, 32 HRS DURING TRADING, PAYROLL PROCESSING & MKTG. 3. CORNERSTONE HOSPICE FOUNDATION / CHAIR EMERITUS, NOT INVESTMENT RELATED, 1 HOURS MONTHLY DURING TRADING HOURS, NON-VOTING POSITION, I CAN ATTEND MEETINGS IF I CHOOSE 4. THE SETTLEMENT ALLIANCE AND LEVEL FOUR INSURANCE GROUP, AGENT, INVESTMENT RELATED, 2 HOURS PER MONTH DURING TRADING, FACILITATE PURCHASE OF SPECIAL ANNUITIES (STRUCTURED SETTLEMENT) THAT BEST SUITS CLIENT NEED. I work with a third party and Level Four Insurance when offering these Structured Settlements. 5. STELLAR TAX PROS, INCOME TAX PREPARATION, NOT INVESTMENT RELATED, APPROXIMATELY 10 HOURS PER MONTH DEVOTED WITH 5 DURING TRADING HOURS, LOCATED AT 1230 OAKLEY SEAVER DRIVE, CLERMONT FL 34711, STARTED 2/1/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-27 |
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