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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-04-02 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Irving, TX • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Dallas | TX | 03/2014 | Present |
| Advisor Resource Council (Dba: 360 Wealth Management, Llc) | Dallas | TX | 03/2014 | Present |
1. 3/24/2014 - No Business Name - Investment Related - Pensacola, FL 32504 - REAL ESTATE RENTAL - Time Spent 1% - OWNER OF REAL PROPERTY. 2. 10/3/2019 - 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. 12/28/2022 - Insurance Designers of Dallas - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 12/26/2022 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-15 |
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