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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-09 |
Branch Locations
4001 Barrett Drive Suite 100, Raleigh, NC 27609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Atlantic Securities, Inc. | Raleigh | NC | 10/1986 | 10/2022 |
| Leve Four Financial, Llc | Dallas | TX | 10/2022 | Present |
4001 BARRETT DR. PARTNER IN THIS REAL ESTATE PARTNERSHIP BEGUN IN 2005. TIME SPENT ON THIS IS APPROX. 0NE HOUR A MONTH. NO INCOME DERIVED. ARKCAR FARM - VP. $12000 A YEAR IN COMPENSATION IN THE FORM OF A DIVIDEND.FARMING AND INVESTMENTS ARE PART OF THE BUSINESS. IT WAS BEGUN IN 1980. IT IS A FAMILY CORPORATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-29 |
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