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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-06 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
550 Reserve St #150, Southlake, TX 76092 • 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 | Southlake | TX | 09/2009 | Present |
| Advisor Resource Council (Dba: 360 Wealth Management) | Southlake | TX | 06/2012 | Present |
1. 05/18/2012: 360 Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 02/17/2015: LightForce Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 413 West Bethel Rd #203, Coppell TX 75019 - Started 02/12/2015 - 0 Hr/Mo 3. 9/26/2019 - No Business Name - Investment Related - Home Based - Mortgage/Real Estate Services - Start Date: 08/01/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Texas real estate agent. 4. 11/08/2019 - Advisor Resource Council - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:01/01/2020 - 120 hrs/mo - 120 hrs during 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. 5. 11/08/2019 - Advisor Resource Council - DBA:(Hybrid) 360 Wealth Management - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:01/01/2020 - 120 hrs/mo - 120 hrs during trading. 6. 10/27/2022 - How To Find A Financial Advisor - Not Investment Related - Home Based - Other-blog/website - Start Date: 11/01/2022 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-22 |
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