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7701 Lemmon Ave Suite 260-A226, Dallas, TX 75209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-18 |
Branch Locations
7701 Lemmon Ave Suite 260-A226, Dallas, TX 75209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Dallas | TX | 06/2014 | 01/2020 |
| Advisor Resource Council (360 Wealth Management, Llc) | Dallas | TX | 06/2014 | Present |
| Mergent Wealth, Llc | Richardson | TX | 02/2021 | Present |
10/11/2019 - Advisor Resource Council - DBA: (Hybrid) Mergent Group - 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. 03/03/2022 - Mergent Wealth, LLC - Investment Related - 3400 N Central Expwy Ste 110-206, Richardson, TX 75082 - Planning Only Registered Investment Advisor - CEO and CCO - Start Date: 09/01/2021 - 160 hours per month/160 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-21 |
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