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Peter Grenville Magnuson

Level Four Advisory Services

Sarasota, FL

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Current Employers
Level Four Advisory Services

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

Current Registrations

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

Branch Locations

3900 Clark Road, Building R, Sarasota, FL 34233 • 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
Magnuson Financial Sarasota FL 07/1986 Present
Level Four Financial, Llc Dallas TX 08/2005 Present
Level Four Advisory Services, Llc Dallas TX 12/2021 Present
  • 07/1986 → Present
    Magnuson Financial
    Sarasota, FL
  • 08/2005 → Present
    Level Four Financial, Llc
    Dallas, TX
  • 12/2021 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
Previous Registrations
  • 1991-01-17 → 2005-08-11
    Raymond James Financial Services, Inc.
    Sarasota, FL
Other Businesses

1.MAGNUSON FINANCIAL; INVESTMENT RELATED, 3900 CLARK RD BLDG R; SARASOTA FL 34233; LIFE AND HEALTH INSURANCE AGENT; START DATE 1983; 20-25 HRS PER MONTH; RECEIVE COMMISSIONS; 2.MAGUSON PROPERTIES; NOT INVESTMENT RELATED, SEE ADDRESS ABOVE; RENTAL PROPERTY OWNERSHIP; START DATE 2004; 15-25 HOURS PER MONTH; 5-10 DURING TRADING HOURS; 3.CHARLES L WACKERLE FOUNDATION, INVESTMENT RELATED, INVESTMENT FEES, CHARITY, BOARD OF DIRECTORS, START DATE 7/2009, 2 HOURS / MONTH, REVIEWING CHARITIES TO GIVE TO. 4.BULBROOK/DRISLANE BROKERAGE, 57 RIVER STREET, STE 200, WELLESLEY, MA 02481-2056, INVESTMENT RELATED - IN FORCE FIXED TERM ANNUITIES, COMMISSION, SALE OF SECONDARY MARKET ANNUITIES, SALES, START JULY 2012, LESS THAN 2 HRS MONTH, LESS THAN 15 MIN PER MONTH DURING TRADING, SALES. 5.GATOR WILDERNESS CAMP SCHOOL, INC., NOT INVESTMENT RELATED, 44930 FARABEE RD, PUNTA GORDA, FL 33982, BOARD MEMBER, DUTIES ARE TO UNDERSTAND THE NEEDS OF THE ORGANIZATION, 5 HOURS PER MONTH SPEND OUTSIDE OF MARKET HOURS, NON-PROFIT. 6. N2N, INC. MINESTRY/CHURCH, STARTED 9/24/2024, DEVOTE 12 HOURS PER MONTH OUTSIDE OF TRADING HOURS, DIRECTOR/CHAIRMAN - CHURCH FOCUSED ON DISCIPLESHIP WITH THOSE THAT SUFFER FROM ADDICTION, SARASOTA, FL.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-01-06
  • S63 Uniform Securities Agent State Law Examination
    1992-01-06
Designations
Other Names
  • Pete Magnuson

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