DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Angela Marie Tacco

Advisor at LEVEL FOUR ADVISORY SERVICES

FORT WORTH, 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:429a62db-18e9-5e2b-ae50-ba8fa08724b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2011 to Sep 14, 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: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 21, 2011
First registration: Jan 24, 2011
Dual registered: yes, broker-dealer
Other names: ANGE. OSMUNDSON|ANGELA TACCO
IAPD individual key: 5865941

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 ADVISORY SERVICES	Bd affiliated wealth	Dec 21, 2021	n/a	yes	FORT WORTH, TX\|DALLAS, TX	Current employment
EDWARD JONES	National bd RIA	Jan 24, 2011	Jul 23, 2019	no	FORT WORTH, TX\|ST LOUIS, MO\|FT WORTH, TX\|FT WORTH, 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
EDWARD JONES	LEVEL FOUR ADVISORY SERVICES	Jul 23, 2019	Dec 21, 2021	882	Firm change after gap	Ibd to ibd

Relationships

Registered with (2)

→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: current employment
Dec 21, 2021 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 24, 2011 to Jul 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:429a62db-18e9-5e2b-ae50-ba8fa08724b3
First observed: Jan 24, 2011
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Angela Marie Tacco

Advisor at LEVEL FOUR ADVISORY SERVICES

FORT WORTH, 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:429a62db-18e9-5e2b-ae50-ba8fa08724b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LEVEL FOUR ADVISORY SERVICES

Bd affiliated wealth

Dec 21, 2021

n/a

yes

FORT WORTH, TX|DALLAS, TX

Current employment

EDWARD JONES

National bd RIA

Jan 24, 2011

Jul 23, 2019

FORT WORTH, TX|ST LOUIS, MO|FT WORTH, TX|FT WORTH, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EDWARD JONES

LEVEL FOUR ADVISORY SERVICES

Jul 23, 2019

Dec 21, 2021

882

Firm change after gap

Ibd to ibd