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Reading the graph
Advisor at LEVEL FOUR ADVISORY SERVICES
DALLAS, TX | MCKINNEY, TX | PROSPER, TX
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 |
|---|---|---|---|---|---|---|
| COVA PRIVATE WEALTH LLC | No RAUM reported | Sep 16, 2026 | n/a | yes | MCKINNEY, TX|PROSPER, TX | Current employment |
| LEVEL FOUR CAPITAL MANAGEMENT | Independent wealth | Nov 22, 2019 | n/a | yes | DALLAS, TX | Current employment |
| LEVEL FOUR ADVISORY SERVICES | Bd affiliated wealth | Apr 13, 2017 | n/a | yes | DALLAS, TX | Current employment |
| SVB WEALTH | Independent wealth | Dec 8, 2014 | Nov 7, 2016 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SVB WEALTH | LEVEL FOUR ADVISORY SERVICES | Nov 7, 2016 | Apr 13, 2017 | 157 | Firm change | Other |