Individual Firm
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Donald Robert Genord III
DONALD Robert GENORD III
CRD#: 5307702
IA
B
LEVEL FOUR ADVISORY SERVICESCRD#: 134086 30900 WOODARD AVENUE
SUITE 300
BLOOMFIELD HILLS, MI 48304
SUITE 300
BLOOMFIELD HILLS, MI 48304
LEVEL FOUR FINANCIAL, LLCCRD#: 25700 40900 WOODARD AVENUE
SUITE 300
BLOOMFIELD HILLS, MI 48304
SUITE 300
BLOOMFIELD HILLS, MI 48304
0
Disclosures
17
Years of Experience
View By:
State Registrations
B
Alabama 4/1/2024
B
Nevada 4/1/2024
B
Arizona 4/1/2024
B
New York 4/1/2024
B
California 4/1/2024
B
North Carolina 4/1/2024
B
District of Columbia 4/1/2024
B
Ohio 4/1/2024
B
Florida 4/1/2024
B
South Carolina 4/1/2024
B
Georgia 4/1/2024
B
Texas 4/1/2024
B
Iowa 1/2/2025
IA
Texas 4/1/2024
B
Massachusetts 4/1/2024
B
Washington 4/1/2024
B
Michigan 4/1/2024
B
Wisconsin 4/1/2024
IA
Michigan 4/1/2024
SRO Registrations
B
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IA
Registered with this firm since 4/1/2024
B
Registered with this firm since 4/1/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/15/2019 - 04/02/2024 | Bloomfield Hills, MI | |
B | 01/15/2019 - 04/02/2024 | Bloomfield Hills , MI | |
IA | 03/02/2017 - 01/22/2019 | BLOOMFIELD HILLS, MI | |
B | 03/02/2017 - 01/22/2019 | BLOOMFIELD HILLS, MI | |
IA | 01/11/2012 - 03/02/2017 | BLOOMFIELD HILLS, MI | |
B | 05/17/2007 - 03/02/2017 | BLOOMFIELD HILLS, MI |
Bloomfield Hills, MI
01/15/2019 - 04/02/2024
BLOOMFIELD HILLS, MI
01/11/2012 - 03/02/2017
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.