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

Bonnie OQuinn

Advisor at LEVEL FOUR ADVISORY SERVICES

RALEIGH, NC | DALLAS, TX

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Search this name across graphsid dfx:ria:59f2e1bf-374e-6a17-8a46-5d6307519c78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 30, 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: Mar 28, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 28, 2011
First registration: Mar 30, 2011
Dual registered: yes, broker-dealer
Other names: BONNIE O WELBORN|BONNIE OQUINN WELBORN|BONNIE LYNN O'QUINN|BONNIE LYNN OQUINN
IAPD individual key: 3199111

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	Apr 5, 2023	n/a	yes	RALEIGH, NC\|DALLAS, TX	Current employment
RED REEF ADVISORS LLC	Independent wealth	Sep 1, 2016	Apr 24, 2023	no	Durham, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jan 9, 2014	Sep 1, 2016	no	CHAPEL HILL, NC	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 30, 2011	Jul 11, 2013	no	CHAPEL HILL, NC\|CARY, NC	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
RED REEF ADVISORS LLC	LEVEL FOUR ADVISORY SERVICES	Apr 24, 2023	Apr 5, 2023	-19	Firm change	RIA to ibd
MORGAN STANLEY	RED REEF ADVISORS LLC	Sep 1, 2016	Sep 1, 2016	0	Firm change	Wirehouse to RIA
EQUITABLE ADVISORS, LLC	MORGAN STANLEY	Jul 11, 2013	Jan 9, 2014	182	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: current employment
Apr 5, 2023 to presentfactForm ADV
→ RED REEF ADVISORS LLCRegistered adviserregistration: previous registration
Sep 1, 2016 to Apr 24, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 9, 2014 to Sep 1, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 30, 2011 to Jul 11, 2013factForm ADV

Dated events

Occurred
Apr 24, 2023
Advisor changed firm
Bonnie Oquinn left Red Reef Advisors Llc for Level Four Advisory Services (registered 2023-04-05)
Form ADVobserved 6 days ago