Best Investors
Account
Sign in
Best Investors
Account
Sign in
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-23 |
Branch Locations
600 Strada Circle Suite 106, Mansfield, TX 76063 • 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 | Mansfield | TX | 07/2015 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Mansfield | TX | 07/2015 | Present |
1. 7/20/2015 - Simmons Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start date: 07/15/2015 - 0 Hours Per Month/0 Hours During Securities 2. 10/3/2019 - 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. 3. 10/3/2019 - Simmons Wealth Management - Inv Rel - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 4. 02/11/2025 - City of Mansfield, City Council - Not Investment Related - Other - Candidate for City Council, Mansfield, TX - StMansfield, TX - Start Date:05/30/2025 - 6 Hrs/Mth - 2 Hrs During Trading. 5. 06/12/2025 - City of Mansfield, City Council - Not Investment Related - Other - Member of City Council, Mansfield, TX - St Mansfield, TX - Start Date:06/23/2025 - 10 Hrs/Mth - 2 Hrs During Trading. 6. 03/09/2026 - Walnut Estates HOA - Non-Profit Board Member - Not Investment Related - Mansfield, TX - Start Date 02/01/2026 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
Reach out to this advisor