DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

JULIE MCCOMBS BLALOCK

Advisor at LEVEL FOUR ADVISORY SERVICES

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:d6322649-2a4a-5def-878e-0d7bb320d49f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 4, 2001 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: Aug 29, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Aug 29, 1991
First registration: May 4, 2001
Dual registered: yes, broker-dealer
Other names: JULIE LYNN MCCOMBS
IAPD individual key: 2154712

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	DALLAS, TX	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 8, 2010	Oct 11, 2013	no	SALISBURY, NC	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 3, 2005	Mar 10, 2005	no	KANNAPOLIS, NC	Previous registration
NCF FINANCIAL SERVICES, INC.	n/a	Sep 30, 2002	Jan 3, 2005	no	KANNAPOLIS, NC	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	May 4, 2001	Sep 30, 2002	no	KANNAPOLIS, 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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	LEVEL FOUR ADVISORY SERVICES	Oct 11, 2013	Dec 21, 2021	2,993	Firm change after gap	Other
SUNTRUST INVESTMENT SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 10, 2005	Oct 8, 2010	2,038	Firm change after gap	Other
NCF FINANCIAL SERVICES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Jan 3, 2005	Jan 3, 2005	0	Bulk transfer	Other
INVEST FINANCIAL CORPORATION	NCF FINANCIAL SERVICES, INC.	Sep 30, 2002	Sep 30, 2002	0	Firm change	Other

Relationships

Registered with (5)

→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: current employment
Dec 21, 2021 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 8, 2010 to Oct 11, 2013factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 3, 2005 to Mar 10, 2005factForm ADV
→ NCF FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 30, 2002 to Jan 3, 2005factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
May 4, 2001 to Sep 30, 2002factForm ADV

Dated events

No dated event names this entity yet.