Adviser and broker representative · Level Four Advisory Services
Rafael Sosa Matos
CRD 2244039 · Dallas, TX
At a glance
Rafael Sosa Matos is an investment adviser representative with Level Four Advisory Services in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rafael’s SEC record dates to 2013, about 13 years ago. Rafael is also registered as a broker representative.
Current advisory firm
- Level Four Advisory ServicesSince April 2023Dallas, TX · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Rafael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Level Four Advisory Services
- Kevin B. AdkinsDallas · Certified Financial Planner
- Chrystal Y. BadilloDallas
- Dawn C. BenkoDallas · Chartered Financial Consultant
- Jeremy P. BiscegliaDallas · Certified Financial Planner
- Julie M. BlalockDallas
- Robert L. BrittDallas
- Louis C. BrunoDallas
- John M. BryanDallas
Every advisor at Level Four Advisory Services →Level Four Advisory Services: assets, clients and custodians →Financial advisors in Dallas, TX →Every Level Four Advisory Services advisor in Dallas →Advisor Moves: who changed firms this week →