David Geschke is a registered investment advisor, based in Dallas, TX, with 35 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 1992Award / Judgment
Customer Dispute
March 1991Award / Judgment
Employment History
Current Registrations
Level Four Financial, LLCBroker
April 2026 - Present · 6 mos
Level Four Advisory Services
April 2026 - Present · 6 mos
Previous Registrations
The Mather Group, LLC
January 2026 - May 2026 · 4 mos
Lincoln Investment
April 2024 - April 2025 · 1 yr
Lincoln InvestmentBroker
April 2024 - April 2025 · 1 yr
Capital Analysts
April 2024 - April 2025 · 1 yr
Avantax Advisory Services
November 2020 - February 2023 · 2 yrs 3 mos
Avantax Investment Services, INC.Broker
November 2020 - February 2023 · 2 yrs 3 mos
Hilltop Securities Independent Network INC.
May 2015 - December 2019 · 4 yrs 7 mos
Hilltop Securities INC.
April 2015 - December 2019 · 4 yrs 8 mos
Hilltop Securities INC.Broker
April 2015 - December 2019 · 4 yrs 8 mos
Hilltop Securities Independent Network INC.Broker
April 2015 - December 2019 · 4 yrs 8 mos
Ameriprise Financial Services, INC.
October 2009 - June 2014 · 4 yrs 8 mos
Ameriprise Financial Services, INC.Broker
January 2009 - June 2014 · 5 yrs 5 mos
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Rsm Mcgladrey, INC.
July 2002 - July 2003 · 1 yr
Ameriprise Advisor Services, INC.Broker
February 1993 - October 2009 · 16 yrs 8 mos
Gruntal & CO. IncorporatedBroker
January 1990 - January 1993 · 3 yrs
J. T. Moran & CO., INC.Broker
May 1988 - February 1990 · 1 yr 9 mos
Sherwood Capital, INC.Broker
February 1987 - June 1988 · 1 yr 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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