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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-17 |
| TX | RA | APPROVED | 2022-08-02 |
Branch Locations
2217 Crystal Spring Avenue Suite 100, Roanoke, VA 24014 • 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 |
|---|---|---|---|---|
| Mid-Atlantic Securities, Inc. | Roanoke | VA | 07/1991 | Present |
| Level Four Financial, Llc | Dallas | TX | 08/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 08/2022 | Present |
INSURANCE SALES-MAINLY LIFE INSURANCE. INDEPENDENT AGENT.PAID IN COMMISSIONS. SPEND ABOUT 5 HOURS A MONTH ON THIS OUTSIDE BUSINESS ALL DURING TRADING HOURS, BUSINESS IS INVESTMENT RELATED IF SELLING ANNUITIES, LIFE AND HEALTH POLICIES ARE NOT INVESTMENT RELATED, STARTED 4/1983.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-31 |
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