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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-21 |
Branch Locations
4200 S. Hulen Suite 303, Fort Worth, TX 76109 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2010 | 07/2019 |
| Level Four Financial, Llc | Dallas | TX | 07/2019 | Present |
| Level Four Advisory Services | Dallas | TX | 12/2021 | Present |
1. RETIREMENT PLANNING EDUCATIONAL SEMINAR FACILITATOR/AARP. NON-INVESTMENT RELATED. CHAPTER 411 IN FT WORTH, TX. START 2016. VOLUNTEER. 1 HOUR PER MONTH/0 HOURS DURING TRADING. 2. INSTRUCTOR/VOLUNTEER AT TARRANT COUNTY COMMUNITY COLLEGE. NON-INVESTMENT RELATED. 5301 CAMPUS DR FT WORTH TX 76119. START 2012. VOLUNTEER . 2 HOURS PER MONTH/1 HOURS DURING TRADING. INSTRUCTOR/PROFESSOR 5 HOURS PER MONTH / 0 HOURS DURING TRADING. 3. INSTRUCTOR/ TEXAS CHRISTIAN UNIVERSITY. NON-INVESTMENT RELATED. 3015 MERIDAN AVE FORT WORTH TX 76109. START 2013. VOLUNTEER. 5 HOURS PER MONTH/ 0 HOURS DURING TRADING. 4. FIXED INSURANCE SALES (NEW YORK LIFE), NOT INVESTMENT RELATED, AGENT, NY NY, 0 HOURS PER MONTH/0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
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