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12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-21 |
Branch Locations
3900 Clark Road, Building R, Sarasota, FL 34233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-06 |
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