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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-22 |
| TN | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
3011 Armory Dr Suite 300, Nashville, TN 37204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Franklin | TN | 10/2014 | 09/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2025 |
| Level Four Financial, Llc | Dallas | TX | 09/2025 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 09/2025 | Present |
LEVEL FOUR INSURANCE AGENCY, INSURANCE SALES, STARTED 9/12/2025, 12400 COIT ROAD, SUITE 700, DALLAS TEXAS 75251, INVESTMENT RELATED. GIGGS, INC. MUSIC CONNECTOR, ONLINE FORUM TO CONNECT PEOPLE IN THE MUSIC INDUSTRY, STARTED 8/11/2026, NOT INVESTMENT RELATED, PASSIVE INVESTOR, NO RESPONSIBILITIES TO COMPANY, LOCATED IN NASHVILLE TN, NO TIME DEVOTED TO THIS ENTITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-17 |
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