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Current Employers
Advisor Resource Council

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-06-17
  • TX RA
    APPROVED
    Since 2016-06-17

Branch Locations

2770 Main St Ste 167, Frisco, TX 75034 • United States

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisor Resource Council (Dba: 360 Wealth Management, Llc) Frisco TX 06/2016 Present
Lpl Finanacial, Llc Frisco TX 06/2016 Present
  • 06/2016 → Present
    Advisor Resource Council (Dba: 360 Wealth Management, Llc)
    Frisco, TX
  • 06/2016 → Present
    Lpl Finanacial, Llc
    Frisco, TX
Previous Registrations
  • 2007-03-06 → 2016-06-20
    Carrollton, TX
    Dallas, TX
Other Businesses

1. 6/17/2016 - 360 Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/22/2016. 2. 5/8/2017 - WEBB FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/19/2017 - 0 Hours Per Month. 3. 10/2/2019 - Advisor Resource Council - DBA: (Hybrid) 360 Wealth Management - 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. 4. 10/2/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-27
S63 Uniform Securities Agent State Law Examination 2002-04-18
  • S66 Uniform Combined State Law Examination
    2007-02-27
  • S63 Uniform Securities Agent State Law Examination
    2002-04-18
Other Names
  • Jim Webb

View on SEC IAPD

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