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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-08-02 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
New Orleans, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cafe Flor | Antigua | 01/2011 | 01/2018 | |
| Frijol Feliz | Antigua | 11/2007 | Present | |
| Lagarde Industries | New Orleans | LA | 08/2015 | Present |
| Lpl Financial Llc | New Orleans | LA | 10/2015 | Present |
| Level Four Advisory Services | Metarie | LA | 10/2015 | 08/2018 |
| Advisor Resource Council (360 Wealth Management, Llc) | New Orleans | LA | 08/2018 | Present |
| Faubourg Private Wealth | Metairie | LA | 10/2015 | 08/2022 |
| Island Fund Management Llc Dba Aiq Asset Management | Dallas | TX | 08/2022 | Present |
1. 10/22/2015 - Lagarde Industries - NOT INV REL - 800 Metairie Rd, Suite T Metaire, LA - Designer/Consultant - START 09/15/2015 - 1% TIME SPENT - Kitchen design and consulting 2. 11/13/2015 - Frijol Feliz Cooking School - INV REL - 4a Ave Sur #1, Antigua Guatemala - Business Owner - START 11/01/2007 - 1% TIME SPENT - Answer periodic emails in the evening 3. 8/6/2018 - 360 Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 08/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through 360 Wealth Management, LLC , an independent investment advisor firm. Please see the Form ADV of the advisory firm 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. 4. 8/6/2018 - 360 Wealth Management, LLC - DBA: 360 Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 08/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through 360 Wealth Management, LLC , an independent investment advisor firm. Please see the Form ADV of the advisory firm 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. 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. 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. 8/10/2022 - Island Fund Management, LLC DBA: AIQ Asset Management - Investment Related - At Reported Business Location(s) - Chief Investment Officer DBA - IAR - Start Date: 8/19/22 - 200 hours Per Month - 20 hours during Securities Trading - Partner and chief investment office offering asset management services including selecting investments, strategizing and analysis of portfolios and strategies. Formerly ARC Asset Management changed to AIQ Asset Management in the fall of 2022. Address: 15110 Dallas Parkway, Suite 500, Dallas, TX 75248
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-24 |
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