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David Robert Neubrander

Level Four Advisory Services

Dallas, TX

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Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-12-21
  • OH RA
    APPROVED
    Since 2021-12-21

Branch Locations

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Level Four Advisory Services Dallas TX 12/2021 Present
Level Four Financial, Llc Dallas TX 11/2007 Present
Previous Registrations
  • 1999-10-18 → 2007-11-12
    Raymond James Financial Services, Inc.
    Hudson, OH
    Stow, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-28
S63 Uniform Securities Agent State Law Examination 1986-02-19
  • S65 Uniform Investment Adviser Law Examination
    1995-03-28
  • S63 Uniform Securities Agent State Law Examination
    1986-02-19

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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