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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Global Investors Distributors Llc | New York | NY | 06/2015 | 08/2017 |
| Allianz Global Investors U.S. Llc | New York | NY | 06/2015 | 08/2017 |
| Unemployed | Castle Rock | CO | 09/2017 | 02/2019 |
| Resolute Investment Distributors, Inc. | Irving | TX | 02/2019 | 07/2022 |
| Amundi Distributor Us, Inc. | Boston | MA | 07/2022 | 04/2025 |
| Lpl Financial Llc | Dallas | TX | 11/2025 | Present |
| Unemployed | Murphy | TX | 04/2025 | 11/2025 |
1) 11/17/2025 - 360 Wealth Planners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 11/17/2025 - 160 hours per month/ during trading 2) 01/13/2026 - Advisor Resource Council - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 160 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 160 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. 3) 01/13/2026 - Advisor Resource Council - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 160 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 160 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. 4) 01/13/2026 - 360 Wealth Planners, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 160 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 160 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) 02/10/2026 - The Texas Money Manager - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-27 |
| S66 | Uniform Combined State Law Examination | 2004-11-01 |
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