DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

JILL MARIE ZACHA

Advisor at LEVEL FOUR ADVISORY SERVICES

Dallas, TX | DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:29d2f869-91be-94f1-81a2-90d8990951ef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 20, 2008 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEVEL FOUR ADVISORY SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 12, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S65|S66|S63
First exam: Dec 12, 1995
First registration: May 20, 2008
Dual registered: yes, broker-dealer
Other names: JILL IVANCEVICH BRADSHAW|JILL IVANCEVICH ZACHA|JILL MARIE IVANCEVICH|JILL MARIE IVANCEVICH|JILL M ZACHA|JILL IVANCEVICH BRADSHAW
IAPD individual key: 2583663

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEVEL FOUR CAPITAL MANAGEMENT	Independent wealth	Nov 23, 2019	n/a	yes	DALLAS, TX	Current employment
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	May 8, 2019	n/a	yes	Dallas, TX	Current employment
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Mar 16, 2018	May 6, 2019	no	Plano, TX\|MCLEAN, VA	Previous registration
CLARK INVESTMENT STRATEGIES, INC.	n/a	Nov 19, 2010	Dec 31, 2011	no	DALLAS, TX	Previous registration
EVOLVE SECURITIES, INC.	n/a	May 20, 2008	Dec 31, 2009	no	DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL ONE ADVISORS, LLC	LEVEL FOUR ADVISORY SERVICES	May 6, 2019	May 8, 2019	2	Firm change	Other
CLARK INVESTMENT STRATEGIES, INC.	CAPITAL ONE ADVISORS, LLC	Dec 31, 2011	Mar 16, 2018	2,267	Firm change after gap	Other
EVOLVE SECURITIES, INC.	CLARK INVESTMENT STRATEGIES, INC.	Dec 31, 2009	Nov 19, 2010	323	Firm change	Other

Relationships

Registered with (5)

→ LEVEL FOUR CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Nov 23, 2019 to presentfactForm ADV
→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: current employment
May 8, 2019 to presentfactForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 16, 2018 to May 6, 2019factForm ADV
→ CLARK INVESTMENT STRATEGIES, INC.Registered adviserregistration: previous registration
Nov 19, 2010 to Dec 31, 2011factForm ADV
→ EVOLVE SECURITIES, INC.Registered adviserregistration: previous registration
May 20, 2008 to Dec 31, 2009factForm ADV

Dated events

No dated event names this entity yet.