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Skyler Hedden

Level Four Advisory Services

Dallas, TX

CRD 7530926

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Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-11
  • TX RA
    APPROVED
    Since 2024-11-11

Branch Locations

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frost Bank Dallas TX 10/2021 04/2022
Securities America, Inc. Dallas TX 04/2022 08/2022
Securities America, Inc. Dallas TX 08/2022 10/2023
Progressive Insurance Lewisville TX 06/2021 10/2021
State Farm Richardson TX 03/2020 06/2021
Louie Devega State Farm Plano TX 10/2018 03/2020
Hyatt Place Plano TX 01/2017 10/2018
Westport Properties Arlington TX 12/2015 12/2016
Securities America Advisors Dallas TX 01/2023 10/2023
Hilltop Securities Inc. Dallas TX 10/2023 09/2024
Level Four Financial, Llc Dallas TX 11/2024 Present
Level Four Advisory Services, Llc Dallas TX 11/2024 Present
  • 10/2021 → 04/2022
    Frost Bank
    Dallas, TX
  • 04/2022 → 08/2022
    Securities America, Inc.
    Dallas, TX
  • 08/2022 → 10/2023
    Securities America, Inc.
    Dallas, TX
  • 06/2021 → 10/2021
    Progressive Insurance
    Lewisville, TX
  • 03/2020 → 06/2021
    State Farm
    Richardson, TX
  • 10/2018 → 03/2020
    Louie Devega State Farm
    Plano, TX
  • 01/2017 → 10/2018
    Hyatt Place
    Plano, TX
  • 12/2015 → 12/2016
    Westport Properties
    Arlington, TX
  • 01/2023 → 10/2023
    Securities America Advisors
    Dallas, TX
  • 10/2023 → 09/2024
    Hilltop Securities Inc.
    Dallas, TX
  • 11/2024 → Present
    Level Four Financial, Llc
    Dallas, TX
  • 11/2024 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-15
  • S66 Uniform Combined State Law Examination
    2022-11-15
Other Names
  • Skyler Alayna Hedden

View on SEC IAPD

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