Best Investors
Account
Sign in
Best Investors
Account
Sign in
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-26 |
Branch Locations
700 North 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Southlake | TX | 10/2012 | 09/2016 |
| Lpl Financial, Llc | Southlake | TX | 09/2016 | 07/2021 |
| Level Four Advisory Services | Southlake | TX | 09/2016 | 09/2018 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Southlake | TX | 07/2018 | Present |
1. 9/8/2016: Level Four Insurance Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 9/2/2016 - 160 Hours Per Month/9 Hours During Securities Trading - 10% Time Spent - Selling Term, Fixed, Whole, Universal Insurance. 2. 10/2/2019 - Advisor Resource Council - DBA: 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. 3. 11/11/2019 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producing Agent - Started 11/01/2019 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-13 |
Reach out to this advisor