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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 2015-06-08
  • TX RA
    APPROVED
    Since 2015-06-08

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
Lpl Financial Llc Dallas TX 01/2015 Present
Advisor Resource Council (Dba: 360 Wealth Management Partners) Dallas TX 01/2015 Present
  • 01/2015 → Present
    Lpl Financial Llc
    Dallas, TX
  • 01/2015 → Present
    Advisor Resource Council (Dba: 360 Wealth Management Partners)
    Dallas, TX
Other Businesses

1. 1/29/2015 - 360 WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Time Spent 100%. 2. 2/14/2017 - 360 Wealth Management Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2017 - 160 Hours Per Month During Securities Trading. 3. 4/3/2018 - 360 Wealth Management Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2017 - 5 Hours Per Month During Securities Trading. 4. 10/2/2019 - Advisor Resource Council - DBA: 360 Wealth Management 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. 5. 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 2015-05-29
  • S66 Uniform Combined State Law Examination
    2015-05-29
Other Names
  • Wil Thomas Atkins
  • William Thomas Atkins

View on SEC IAPD

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