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Current Employers
Advisor Resource Council

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2018-08-02
  • LA RA
    APPROVED
    Since 2018-08-02

Branch Locations

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

New Orleans, LA • 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
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
  • 01/2011 → 01/2018
    Cafe Flor
    Antigua
  • 11/2007 → Present
    Frijol Feliz
    Antigua
  • 08/2015 → Present
    Lagarde Industries
    New Orleans, LA
  • 10/2015 → Present
    Lpl Financial Llc
    New Orleans, LA
  • 10/2015 → 08/2018
    Metarie, LA
  • 08/2018 → Present
    Advisor Resource Council (360 Wealth Management, Llc)
    New Orleans, LA
  • 10/2015 → 08/2022
    Faubourg Private Wealth
    Metairie, LA
  • 08/2022 → Present
    Island Fund Management Llc Dba Aiq Asset Management
    Dallas, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-07
S63 Uniform Securities Agent State Law Examination 2001-10-24
  • S65 Uniform Investment Adviser Law Examination
    2013-12-07
  • S63 Uniform Securities Agent State Law Examination
    2001-10-24

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