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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | El Paso | TX | 06/2006 | 10/2018 |
| Lincoln National Life | El Paso | TX | 06/2006 | 10/2018 |
| Lpl Financial, Llc | El Paso | TX | 10/2018 | 12/2020 |
| Level Four Advisory Services | El Paso | TX | 10/2018 | Present |
| Harbor Financial Services, Llc | Mobile | AL | 01/2021 | Present |
1. CASA OF EL PASO, 221 N. KANSAS STREET, ST 1501, EL PASO, TX 79901, BOARD MEMBER, COMMENCEMENT DATE 1/2021, NOT INVESTMENT RELATED. 2 HOURS PER MONTH/1 DURING TRADING HOURS. 2. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, 12400 COIT ROAD, STE 700, DALLAS TX 75251, RIA, WEALTH ADVISORY, START DATE JAN 21, 80 HOURS PER MONTH, 80 DURING TRADING, PROVIDING INVESTMENT ADVISORY SERVICES. 3. LEVEL FOUR INSURANCE AGENCY, NOT INVESTMENT RELATED, 12400 COIT ROAD, STE 700 DALLAS TX 75251, INSURANCE MARKETING AND SALES, AGENT, START DATE JAN 2021, 40 HOURS PER MONTH/40 DURING TRADING. 4. MARCAR FINANCIAL SERVICES, DBA, INVESTMENT RELATED, 821 ROSINANTE ROAD, EL PASO, TX 79922, LEGACY LEASE FOR BUSINESS OFFICE, OWNER, START DATE JAN 21,2021 HOURS PER MONTH, 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-28 |
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