Edmon Jacob Tomes

Current Employers

Employment History

• 05/2000 → Present
  Level Four Group, Llc
  Oak Point, TX
• 01/2005 → Present
  Level Four Advisory Services, Llc
  Dallas, TX
• 11/2012 → 10/2020
  Lpl Financial, Llc
  Dallas, TX
• 10/2020 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2002-11-01 → 2006-02-24
  Securities America Advisors, Inc.
  Oak Point, TX
• 2000-02-05 → 2002-10-31
  National Planning Corporation
  Dallas, TX

Other Businesses

1. L4 ADVISORY SERVICES, LLC, INVESTMENT RELATED, 12400 COIT ROAD, STE 1000, DALLAS, TX 75251, SEC REGISTERED IA, IAR EXECUTIVE OFFICER, START DATE NOV 2012, 80 HOURS PER MONTH/70 DURING TRADING. 2. L4 CAPITAL MANAGEMENT, INVESTMENT RELATED, 12400 COIT ROAD, STE 1000, DALLAS, TX 75251, SEC REGISTERED IA, IAR EXECUTIVE OFFICER, START DATE DEC 2014, 4 HOUERS PER MONTH DURING TRADING. 3. L4 GROUP, NOT INVESTMENT RELATED, HOLDING COMPANY, CEO/OFFICER, EMPLOYEE SERVICES, 12400 COIT ROAD, STE 1000, DALLAS, TX 75251, START DATE OCTOBER 2014, 10 HOURS SPENT ON ACTIVITY. 4. LEVEL 4 INSURANCE GROUP, INVESTMENT RELATED, AGENT, SALE OF INSURANCE PRODUCTS, 12400 COIT ROAD, STE 1000, DALLAS, TX 75251, START DATE NOV 2012, 20 HOURS PER MONTH/20 DURING TRADING. 5. PREFERRED LEGACY TRUST, INVESTMENT RELATED, 103 PLAZA DRIVE STE B, CLAIRSVILLE, OH 43950, FOR PROFIT BOARD MEMBER OF TRUST COMPANY, START DATE JAN 2018, 1 HOUR PER MONTH/1 DURING TRADING. 7. EJT HOLDING, INVESTMENT RELATED, 3388 TUSCAN OAKS DRIVE, FRISCO, TX 75251, BUSINES ENTITY FOR TAX/INVESTMENT PRUPOSES, START DATE DEC 2017. 2 HOURS PER MONTH SPENT ON ACTIVITY/0 DURING TRADING. 8. CRI CPA, NOT INVESTMENT RELATED, 1117 BOLL WEEVIL CIRCLE, STE 200, ENTERPRISE, AL 36330, EQUITY PARTNER CPA FIRM, CEO, START DATE OCT 2014, 4 HOURS PER MONTH DURING TRADING. 9. VT1, LLC, STARTED 8/2023, RETAIL FRANCHISEE, LOCATED AT 3388 TUSCAN OAKS DRIVE, FRISCO 75034, NOT INVESTMENT RELATED, OWNER/MANAGER. APPROXIMATELY 5 HOURS DEVOTED TO THE BUSINESS PER MONTH DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-27

Other Names

• Jake Tomes