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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-23 |
Branch Locations
Clarksville, AR • United States
700 N Carroll Ste. 120, Southlake, TX 76092 • United States
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 |
|---|---|---|---|---|
| Usaa Financial Planning Services | Addison | TX | 01/2014 | 12/2018 |
| Usaa Financial Advisors, Inc. | Addison | TX | 01/2014 | 12/2018 |
| Dober - Vend | Little Elm | TX | 06/2017 | Present |
| Usaa Investment Management Company | San Antonio | TX | 01/2014 | 12/2018 |
| Foundation Wealth Partners | Southlake | TX | 12/2018 | Present |
| Lpl Financial, Llc | Southlake | TX | 01/2019 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Southlake | TX | 01/2019 | Present |
1. 1/10/2019 - Foundation Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/31/2018 - 160 Hours During Securities Trading - Time Spent 94%. 2. 10/11/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/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. 3. 10/11/2019 - 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-03 |
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