Mathew Clayton Welsh

Current Employers

Employment History

• 11/2014 → Present
  Lpl Financial Llc
  Dallas, TX
• 09/2009 → 07/2018
  Outdoor World Bass Pro Shops
  Grapevine, TX
• 11/2014 → Present
  Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
  Dallas, TX

Other Businesses

1. 11/12/2014 - 360 WEALTH MANAGEMENT, LLC/ DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Time Spent 100% 2. 2/21/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/07/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 6/5/2018 - Team 360 Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:05/23/2018 - 40 Hour(s) Per Month/40 Hour(s) During Trading. 4. 10/3/2019 - 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. 5. 10/3/2019 - Advisor Resource Council - DBA: (Hybrid) Team 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. 6. 7/6/2021 - Advisor Resource Council - DBA: 360 Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/29/2021 - 120 Hours Per Month During Securities Trading - Time Spent 75% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 06/2021. 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. 7. 08/04/2021 - 360 Wealth Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/29/2021 - 120 Hours Per Month/120 Hours During Securities Trading. 8. 01/13/2026 - The Texas Money Manager - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date 01/02/2026 - 10 hours per month/ during trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 10 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. 9. 02/03/2026 - The Texas Money Manager - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 10 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-02-05
• S63 Uniform Securities Agent State Law Examination
  2003-05-01

Designations

Other Names

• Mathew C Welsh
• Mathew Clayton Welsh