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Advisor at LEVEL FOUR ADVISORY SERVICES
DALLAS, 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 |
|---|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES | Bd affiliated wealth | Sep 8, 2021 | n/a | yes | DALLAS, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 21, 2020 | Sep 11, 2021 | no | MCKINNEY, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | LEVEL FOUR ADVISORY SERVICES | Sep 11, 2021 | Sep 8, 2021 | -3 | Firm change | Ibd to ibd |