Curtis Lee Howard

Current Employers

Employment History

• 03/1985 → 09/2017
  Edward D. Jones & Co., L.P.
  Monahans, TX
• 09/2017 → 01/2023
  Level Four Financial, Llc
  Dallas, TX
• 12/2021 → 01/2023
  Level Four Advisory Services
  Dallas, TX
• 01/2023 → Present
  Lpl Finacial Llc
  Sapulpa, OK

Previous Registrations

• 2021-12-21 → 2023-01-09
  Level Four Advisory Services
  Dallas, TX
• 2017-10-26 → 2021-12-21
  Level Four Financial, Llc
  Mobile, AL
  Sapulpa, OK
  Huntington, WV
  Milton, GA
  Mobile, AL
  Sapulpa, OK
  Sapulpa, OK
• 2007-01-23 → 2017-09-05
  Edward Jones
  Sapulpa, OK
  Monahans, TX

Other Businesses

1) 11/2022 - Cornerstone Wealth Management / DBA for LPL Business (entity for LPL business) / Financial Advisor / Investment Related / 160 Hour per month / 100 time spent percent / 8 Hours during trading / Sapulpa, OK 2) 11/2022 - Phoenix Wealth Partners / Business Entity For Tax/Investment Purposes Only / Cattle Purchaser / Not Investment Related / 160 Hour per month / 100 time spent percent / 8 Hours during trading / Sapulpa, OK 3) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 1600 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 4) 3/24/2023 - Bemidji Town & Country Club - Not Investment Related - Bemidji, MN during the summer. Via ZOOM during the winter. - For-Profit Board Member - Country Club BOD - Start Date - 01/01/2023 - 2 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-01-08
• S63 Uniform Securities Agent State Law Examination
  1985-09-11

Other Names

• Curt Howard