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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-11-12 |
Branch Locations
3330 N. Galloway Ave., Mesquite, TX 75150 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mesquite | TX | 12/2007 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Mesquite | TX | 11/2013 | Present |
1. 06/19/2009: WEDDLE FINANCIAL GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT. INS TYPES: LIFE, HEALTH, LONG-TERM CARE, FIXED ANNUITIES 2. 10/13/2010: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - SALES AGENT. INS TYPES: FIXED ANNUITIES 3. 01/16/2014: WEDDLE FINANCIAL GROUP - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - 50% OF TIME SPENT 4. 06/04/2015: NO BUSINESS NAME - INV REL - 4325 CORYELL WAY, MESQUITE, TX 75150 - REAL ESTATE RENTAL - START 08/01/1995 - 1 HR/MO ALL DURING SECS TRDG HRS - PROPERTY CO-OWNER 5. 07/19/2016: The Texas Money Manager - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 07/03/2016 - 20 Hr/Mo; 8 Hours During Securities Trading 6. 04/15/2019 - Robert Bowmer American National Insurance agent - Investment related - Real Estate Rental - 3330 N Galloway, Suite 309 in Mesquite, Tx 75150 - start date:04/01/2019 - 1 hr/mo - 1 hr during trading. 7. 05/31/2019 - Mesquite Independent School District Community Education - Not investment related - 2600 Motley Dr, Mesquite, Tx 75150 - teacher - start date:04/16/2019 - 9 hrs/mo - 0 hrs during trading - I teach the Retirement Planning Today course from Financial Educators Network. 8. 10/11/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 10/11/2019 - Advisor Resource Council - DBA: (Hybrid) The Texas Money Manager - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 10) 08/29/2025 - 360 Wealth Planners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/01/2025 - 120 Hrs/Mth - 120 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-19 |
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