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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Securities | Dallas | TX | 04/2015 | 12/2019 |
| Unemployed | Southlake | TX | 12/2019 | 10/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2020 | 02/2023 |
| Avantax Advisory Services | Dallas | TX | 10/2020 | 02/2023 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | 04/2025 |
| Capital Analysts | Fort Washington | PA | 04/2024 | 04/2025 |
| Unemployed | Southlake | TX | 02/2023 | 03/2024 |
| The Mather Group, Llc | Dallas | TX | 04/2025 | 04/2026 |
| Level Four Financial, Llc | Dallas | TX | 04/2026 | Present |
| Level Four Advisory Services, Llc | Dallas | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-05 |
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