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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-05-09 |
Branch Locations
7868 Us Highway 70W P.O. Box 186, La Grange, NC 28551 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Greenville | NC | 09/2015 | 09/2021 |
| Level Four Advisory Services | La Grange | NC | 05/2017 | Present |
| Level Four Financial, Llc | Dallas | TX | 09/2021 | Present |
1. 03/04/2016 - Level Four Insurance Services, LLC - INV REL -Non-Variable Insurance Admin Only - START 7/27/2015 - 100% TIME SPENT - Life, Term Life, Whole Life 2. 03/04/2016 - Level Four Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - START 7/27/2015 - 100% TIME SPENT 3. 03/08/2016 - Level Four Advisory Services LLC - INV REL - 5601 Granite Parkway, Suite 950 Plano, TX 75024 - Registered Investment Advisor Hybrid - START 7/27/2015 - 100% TIME SPENT -Administrative- Fee based asset management and fee for service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-20 |
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