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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-26 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
1373 N Greenville Ave, Allen, TX 75002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Allen | TX | 10/2012 | 09/2016 |
| Lpl Financial, Llc | Allen | TX | 09/2016 | 11/2022 |
| 360 Wealth Management, Llc | Allen | TX | 09/2016 | 07/2017 |
| Level Four Advisory Services Llc | Allen | TX | 07/2017 | 09/2018 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Allen | TX | 07/2018 | Present |
1. 12/12/2016 - Mission Financial Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/16/2016 - 120 Hours Per Month/30 Hours During Securities Trading. 2. 3/12/2018 - Level Four Insurance Services, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/01/2017 - 8 Hours Per Month/0 Hours During Securities Trading. 3. 3/20/2018 - Foundation Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2017 - 34 Hours Per Month/2 Hours During Securities Trading. 4. 10/2/2019 - Advisor Resource Council - DBA: (Hybrid) Foundation Wealth Partners - 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 - 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-10 |
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