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Advisor at LEVEL FOUR ADVISORY SERVICES
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES | Bd affiliated wealth | Feb 22, 2022 | n/a | yes | ATLANTA, GA | Current employment |
| ALTERA ADVISORS, LLC | Former SEC adviser | Jul 15, 2021 | Dec 17, 2021 | no | ATLANTA, GA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 24, 2007 | Jun 25, 2010 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| GV FINANCIAL ADVISORS, INC. | n/a | May 2, 2003 | Dec 6, 2011 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | May 2, 2003 | Mar 15, 2018 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTERA ADVISORS, LLC | LEVEL FOUR ADVISORY SERVICES | Dec 17, 2021 | Feb 22, 2022 | 67 | Firm change | Other |
| JOYN ADVISORS, INC. | SECURIAN FINANCIAL SERVICES, INC. | Mar 15, 2018 | Aug 24, 2007 | -3,856 | Firm change after gap | Other |
| GV FINANCIAL ADVISORS, INC. | JOYN ADVISORS, INC. | Dec 6, 2011 | May 2, 2003 | -3,140 | Firm change after gap | Other |
| SECURIAN FINANCIAL SERVICES, INC. | ALTERA ADVISORS, LLC | Jun 25, 2010 | Jul 15, 2021 | 4,038 | Firm change after gap | Other |