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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 05/2022 | 07/2022 |
| The Cabana Group | Plano | TX | 05/2020 | 08/2021 |
| Plano West Senior High School | Plano | TX | 08/2015 | 06/2019 |
| Indiana University | Bloomington | TX | 06/2019 | 05/2023 |
| Texas Capital Bank | Dallas | TX | 08/2023 | 04/2025 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 08/2023 | 04/2025 |
| Level Four Advisory Services | Dallas | TX | 04/2025 | Present |
| Level Four Capital Management | Dallas | TX | 04/2025 | Present |
LIFE INSURANCE AGENT, STARTED 6/4/2021, PROVIDE INSURANCE OPTIONS TO RETAIL CLIENTS, DALLAS, TEXAS, NOT INVESTMENT RELATED, NOT CURRENTLY ACTIVELY SELLING BUT MAINTAIN LICENSING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-26 |
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