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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-19 |
Branch Locations
4550-2 West Main Street Ste 2, Dothan, AL 36305 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 05/2018 |
| Houston County Sheriff's Office | Dothan | AL | 09/2012 | 08/2017 |
| Raymond James & Associates | Montgomery | AL | 07/2018 | Present |
| Level Four Financial, Llc | Dallas | TX | 09/2025 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 09/2025 | Present |
(1)Name of Business: Covington County Alabama District Attorney's Office Address: Court Square, Andalusia, AL, 36420, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/24/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consultant on forensic aspects of the investigative cases.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-11 |
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