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1921 Lohmans Crossing Suite 100, Austin, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-21 |
Branch Locations
1921 Lohmans Crossing Suite 100, Austin, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amplio Wealth Management, Inc. | Austin | TX | 01/2004 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Austin | TX | 12/2013 | 11/2020 |
| Lpl Financial Llc | Austin | TX | 01/2004 | Present |
1. 2/4/2004: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE 2. 5/14/2004: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - FIXED INSURANCE 3. 12/21/2004: AMPLIO WEALTH MANAGEMENT, INC - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE DBA - INV REL 4. 10/11/2019 - Advisor Resource Council - DBA: (Hybrid) Amplio Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/01/2020 - 120 Hours Per Month During Securities Trading. 5. 9/22/2020 - Amplio Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/21/2020 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Amplio Wealth Managment, Inc., an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 40 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. 6. 11/26/2025 - Real Estate Rental - Investment Related - Austin, TX - Start Date 08/01/2024 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-19 |
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