Best Investors
Account
Sign in
Best Investors
Account
Sign in
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-21 |
Branch Locations
4004 Summit Blvd Se Suite 125, Atlanta, GA 30319 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Atlanta | GA | 04/2016 | 10/2024 |
| Kestra Investment Services, Llc | Atlanta | GA | 04/2005 | 10/2024 |
| Level Four Advisory Services, Llc | Dallas | TX | 11/2024 | Present |
| Level Four Financial, Llc | Dallas | TX | 11/2024 | Present |
1. LEVEL FOUR INSURANCE, INSURANCE SALES AND CONSULTING, NOT INVESTMENT RELATED, 4004 SUMMIT BLVD, ATLANTA GA 30319, STARTED 11/1/2024, DEVOTE 75% OF TIME, APPROXIMATELY 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS TO THIS ACTIVITY. 2. VERACOR, LLC, INSURANCE SALES AND SERVICES, STARTED 2004, LOCATED AT 7415 TWIN BRANCH ROAD, SANDY SPRINGS GA 30328, DEVOTE APPROXIMATLY 20 HOURS PER MONTH WITH 15 HOURS DURING SECURITIES TRADING HOURS PER MONTH TO THIS ACTIVITY, OPERATING COMPANY PRIOR TO JOINING LEVEL FOUR INSURANCE, WILL CONTINE TO OWN SO THAT I CAN SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-04 |
Reach out to this advisor