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Sheldon Matthew Benge

Advisor Resource Council

Roanoke, TX

Dallas, TX

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Current Employers
Advisor Resource Council

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-01
  • TX RA
    APPROVED
    Since 2016-10-01

Branch Locations

112 N. Oak St, Roanoke, TX 76262 • United States

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Southlake TX 02/2010 09/2016
Lpl Financial Llc Roanoke TX 09/2016 Present
Advisor Resource Council (Formerly: 360 Wealth Management, Llc) Roanoke TX 10/2016 Present
  • 02/2010 → 09/2016
    Wells Fargo Advisors Llc
    Southlake, TX
  • 09/2016 → Present
    Lpl Financial Llc
    Roanoke, TX
  • 10/2016 → Present
    Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
    Roanoke, TX
Previous Registrations
Other Businesses

1. 09/30/2016: Benge Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 112 North Oak St. ROanoke, TX 76262 - Start 09/09/2016 - 40 Hr/Mo; 10 Hour(s) During Securities Trading; 25% Time Spent 2. 10/2/2019 - Advisor Resource Council - DBA: (Hybrid) Benge Financial - 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. 3. 10/2/2019 - 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-18
  • S66 Uniform Combined State Law Examination
    2008-05-18
Designations

View on SEC IAPD

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