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Level Four Advisory Services CRD 134086
$6.54B regulatory AUM 98 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED | 2016-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Insurance Group | Dallas | TX | 04/2009 | Present |
| Level Four Advisory Services | Plano | TX | 08/2016 | Present |
Level Four Insurance Agency - Dallas, TX , insurance agency, Director of Advanced Planning, 160+ hr/mth during trading hours Level Four Financial - Dallas, TX, dba for business conducted under Harbor Financial Services, LLC, Practice Director, 160+ hr/mth during trading hours Level Four Group, LLC - Dallas, TX, holding company for Level Four and employer (see above)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-08 |
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