CB
CB
Craig Blake
20 Years of Experience
Oklahoma City, OK
1 DisclosureBrokerSells Insurance
Craig Blake is a registered investment advisor, based in Oklahoma City, OK, with 20 years of industry experience.
Location
909 S. Meridian, Suite 510, Oklahoma City, OK, 73108
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2024Pending
Other Business ActivitiesSells Insurance
Craig sells non-variable insurance through Level Four Insurance Services, LLC, dedicating about 10-20% of his time. He also works as an advisor for Level Four Advisory Services LLC, a registered investment advisor (RIA), taking about a quarter of his time, and provides tax preparation, accounting, and bookkeeping services through Blake & Statham CPAs, LLC, spending about half his time.
Employment History
Current Registrations
Level Four Financial, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Level Four Advisory Services
May 2013 - Present · 13 yrs
Previous Registrations
LPL Financial LLC
May 2013 - July 2013 · 2 mos
LPL Financial LLCBroker
May 2013 - August 2021 · 8 yrs 3 mos
Centaurus Financial, INC.
June 2012 - May 2013 · 11 mos
Centaurus Financial, INC.Broker
September 2005 - May 2013 · 7 yrs 8 mos
State Registrations4 states
AZOKSCTX
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.