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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 2023-11-01
  • TX RA
    APPROVED
    Since 2023-11-01

Branch Locations

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • 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
Capital Plan Dallas TX 08/2012 01/2018
M Holdings Securities, Inc. Portland OR 10/2012 10/2018
Southern Wealth Management, Lp Dallas TX 10/2018 10/2021
Southern Wealth Securities, Llc Dallas TX 10/2018 09/2021
Lion Street Financial Dallas TX 10/2021 10/2023
Lion Street Advisors Dallas TX 10/2021 10/2023
360 Wealth Planners Dallas TX 11/2023 Present
Lpl Financial Llc Dallas TX 11/2023 Present
  • 08/2012 → 01/2018
    Capital Plan
    Dallas, TX
  • 10/2012 → 10/2018
    Portland, OR
  • 10/2018 → 10/2021
    Southern Wealth Management, Lp
    Dallas, TX
  • 10/2018 → 09/2021
    Southern Wealth Securities, Llc
    Dallas, TX
  • 10/2021 → 10/2023
    Lion Street Financial
    Dallas, TX
  • 10/2021 → 10/2023
    Lion Street Advisors
    Dallas, TX
  • 11/2023 → Present
    360 Wealth Planners
    Dallas, TX
  • 11/2023 → Present
    Lpl Financial Llc
    Dallas, TX
Previous Registrations
  • 2021-10-29 → 2023-10-13
    Lion Street Advisors, Llc
    Dallas, TX
    Austin, TX
  • 2018-10-05 → 2021-09-27
    Southern Wealth Management Llp
    Dallas, TX
  • 2014-04-26 → 2018-10-01
    Dallas, TX
    Dallas, TX
    Portland, OR
Other Businesses

1)11/02/2023 - 360 WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - start: 11/2023 2)11/02/2023 - Notary - State of TX - Start: 08/2021 3)11/07/2023 - Advisor Resource Council - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Admin - Start Date: 11/01/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide administrative support to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 11/2023. 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) 11/07/2023 - Advisor Resource Council DBA 360 Wealth Planners LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date: 11/01/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide administrative support to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 11/2023. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-26
S63 Uniform Securities Agent State Law Examination 2013-02-04
  • S66 Uniform Combined State Law Examination
    2014-04-26
  • S63 Uniform Securities Agent State Law Examination
    2013-02-04
Designations
Other Names
  • Laura Elizabeth Timberlake

View on SEC IAPD

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