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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-01 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
40900 Woodard Avenue Suite 300, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chipotle Mexican Grill | Orion | MI | 11/2015 | 12/2017 |
| Oakland University | Rochester Hills | MI | 08/2016 | 05/2020 |
| Fsc Securities | Bloomfield Hills | MI | 09/2018 | 01/2019 |
| Raymond James Financial Services, Inc. | Bloomfield Hills | MI | 01/2019 | 02/2020 |
| Financial Indepencence, Llc | Bloomfield Hills | MI | 01/2019 | Present |
| Oakland University | Rochester | MI | 08/2018 | 05/2020 |
| Raymond James Financial Services, Inc. | Bloomfield Hills | MI | 02/2020 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Bloomfield Hills | MI | 02/2020 | 03/2024 |
| Concurrent Advisors | Bloomfield Hills | MI | 01/2019 | 03/2023 |
| Level Four Financial, Llc | Dalas | TX | 04/2024 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 04/2024 | Present |
(1) Name of Business: Financial Independence, LLC Address: 40900 Woodward Ave Suite 300, Bloomfield Hills, MI, 48304, United States Activity Type: DBA for business conducted through Level Four Financial, LLC and Level Four Advisory Services, LLC. - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Support and assist the head financial advisor with administrative and service-related tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
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