Best Investors Account Sign in
Current Employers
Advisor Resource Council

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-27
  • TX RA
    APPROVED
    Since 2020-08-27

Branch Locations

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

6760 Horizon Rd Suite 100, Rockwall, TX 75032 • 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
Generations Financial Mangement Heath TX 08/2020 Present
Louisiana State University Baton Rouge LA 08/2017 05/2020
Austin Institute For The Study Of Family And Culture Austin TX 05/2017 08/2017
Baylor University Waco TX 08/2013 05/2017
Advisor Resource Council Dallas TX 08/2020 06/2022
Advisor Resource Council Dallas TX 06/2022 Present
  • 08/2020 → Present
    Generations Financial Mangement
    Heath, TX
  • 08/2017 → 05/2020
    Louisiana State University
    Baton Rouge, LA
  • 05/2017 → 08/2017
    Austin Institute For The Study Of Family And Culture
    Austin, TX
  • 08/2013 → 05/2017
    Baylor University
    Waco, TX
  • 08/2020 → 06/2022
    Dallas, TX
  • 06/2022 → Present
    Dallas, TX
Other Businesses

Ameritas; 1350 Broadway Suite 2201 New York, NY 10018; Life Insurance Company; Position: Life insurance agent (non-variable only); Start: 8/19/2020; Hours/Month: 40; Hours/month during trading hours: 40. One Resource Group; 13548 Zubrick Rd. Roanoke, IN 46783; Life Insurance Company; Position: Life insurance agent (non-variable only); Start: 8/19/2020; Hours/Month: 40; Hours/month during trading hours: 40. Cypert insurance Agency; 6760 Horizon Rd. Suite 100, Heath, TX 75032; Property and Casualty Insurance, Property and Casualty Agent; 8/17/2023; Hours/Month: 8; Hours/month during trading hours: 8 Generations Financial Management, LLC, investment-related; 6760 Horizon Rd. Suite 100, Heath, TX 75032; Registered Investment Advisor DBA - IAR; Partner; 4/1/2024, 120; 120; Provide Financial planny and investment advisory service through Advisor Resource Council, and independent registered investment advisor firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-26
  • S65 Uniform Investment Adviser Law Examination
    2020-07-26
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor