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Advisor at LEVEL FOUR ADVISORY SERVICES
DALLAS, TX | WILLIAMSBURG, VA
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 30, 2022 | n/a | yes | WILLIAMSBURG, VA|DALLAS, TX | Current employment |
| CANTELLA & CO., INC. | Former SEC adviser | Dec 12, 2014 | Oct 6, 2022 | no | WILLIAMSBURG, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 3, 2012 | Dec 17, 2014 | no | Richmond, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CANTELLA & CO., INC. | LEVEL FOUR ADVISORY SERVICES | Oct 6, 2022 | Sep 30, 2022 | -6 | Firm change | Ibd to ibd |
| MORGAN STANLEY | CANTELLA & CO., INC. | Dec 17, 2014 | Dec 12, 2014 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 13905:134086:VA:2022-10-06 | Oct 6, 2022 | Sep 30, 2022 | WILLIAMSBURG, VA | Firm change |