President - Level Four Group, LLC · Level Four Advisory Services
Britt Woods
CRD 4653884 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Level Four Advisory Services, an SEC-registered wealth manager based in Dallas, TX with $6.5 billion in regulatory assets, lists Britt Woods on its Form ADV as President - Level Four Group, LLC, a control person. The SEC filings also name Britt at 1 other registered adviser.
Firms and roles
- Level Four Advisory ServicesPresident - Level Four Group, LLCWealth manager · Dallas, TX · $6.5B in regulatory assets
- Level Four Capital ManagementPresident - Level Four Group, LLCWealth manager · Dallas, TX · $1.4B in regulatory assets
AtlasMembers
Britt’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jill M. ZachaChief Compliance Officer, Corporate Counsel, Level Four Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Britt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.