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Jeffery Bob Patterson

Level Four Advisory Services

Fort Worth, TX

Dallas, TX

Level Four Capital Management

Fort Worth, TX

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Current Employers
Level Four Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-21
  • TX RA
    APPROVED
    Since 2023-04-21

Branch Locations

1300 S. University Drive, Suite 100, Fort Worth, TX 76107 • United States

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

Level Four Capital Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-21
  • TX RA
    APPROVED
    Since 2023-04-21

Branch Locations

1300 S. University Drive Suite 100, Fort Worth, TX 76107 • 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
Mckinley Capital Management, Inc. Anchorage AK 06/1996 10/2017
Wilshire Associates Incorporated Broomfield CO 01/2018 02/2023
Foreside Fund Services, Llc Broomfield CO 04/2018 02/2023
Level Four Advisory Services, Llc Dallas TX 02/2023 Present
Level Four Capital Management, Llc Dallas TX 02/2023 Present
  • 06/1996 → 10/2017
    Mckinley Capital Management, Inc.
    Anchorage, AK
  • 01/2018 → 02/2023
    Wilshire Associates Incorporated
    Broomfield, CO
  • 04/2018 → 02/2023
    Foreside Fund Services, Llc
    Broomfield, CO
  • 02/2023 → Present
    Level Four Advisory Services, Llc
    Dallas, TX
  • 02/2023 → Present
    Level Four Capital Management, Llc
    Dallas, TX
Previous Registrations
  • 1997-10-31 → 2013-02-20
    Mckinley Capital Management, Llc
    Anchorage, AK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-20
S63 Uniform Securities Agent State Law Examination 2018-11-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-20
  • S63 Uniform Securities Agent State Law Examination
    2018-11-27
Other Names
  • Jeff Patterson
  • Jeffery B Patterson
  • Jeffrey Bob Patterson
  • Jeffery Bob Patterson

View on SEC IAPD

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GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

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RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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