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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 11/2012 | 11/2021 |
| Bank Of America, N.A. | Dallas | TX | 11/2012 | 11/2021 |
| Level Four Financial, Llc | Dallas | TX | 01/2022 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 01/2022 | Present |
Level Four Advisory Services, LLC - Dallas, Texas - 12400 Coit Road, Dallas TX 75251 - SEC registered Investment Advisor - Investment Advisor Representative - Affiliated firm under common control with Level Four Financial, LLC - working approximately 160 hours per month during trading hours - Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
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