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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 2012-07-09
  • TX RA
    APPROVED
    Since 2012-07-09

Branch Locations

1529 Lingleville Road Suite A, Stephenville, TX 76401 • 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
Lpl Financial, Llc Stephenville TX 08/2005 Present
Advisor Resource Council (Formerly: 360 Wealth Management) Stephenville TX 09/2012 Present
  • 08/2005 → Present
    Lpl Financial, Llc
    Stephenville, TX
  • 09/2012 → Present
    Advisor Resource Council (Formerly: 360 Wealth Management)
    Stephenville, TX
Previous Registrations
  • 2004-10-04 → 2005-08-17
    Investment Centers Of America, Inc.
    Stephenville, TX
Other Businesses

1. 9/1/2011: MCLEMORE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/3/2019 - Advisor Resource Council - DBA: Mclemore Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month During Securities Trading. 3. 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 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 2004-09-30
S63 Uniform Securities Agent State Law Examination 2002-12-12
  • S66 Uniform Combined State Law Examination
    2004-09-30
  • S63 Uniform Securities Agent State Law Examination
    2002-12-12

View on SEC IAPD

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