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Matthew Phillip Middleton

Advisor Resource Council

Dallas, TX

Dallas, TX

CRD 7295267

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Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisor Resource Council

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-06
  • TX RA
    APPROVED
    Since 2021-04-06

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
Advisor Resource Council Dallas TX 04/2021 02/2022
3 Nations Brewing Carrollton TX 10/2019 03/2021
Hilton Hotels Dallas TX 01/2015 10/2020
Lpl Financial Llc Dallas TX 01/2021 Present
Advisor Resource Council Llc Dallas TX 02/2022 Present
The Colony Wine Bar The Colony TX 11/2021 Present
  • 04/2021 → 02/2022
    Advisor Resource Council
    Dallas, TX
  • 10/2019 → 03/2021
    3 Nations Brewing
    Carrollton, TX
  • 01/2015 → 10/2020
    Hilton Hotels
    Dallas, TX
  • 01/2021 → Present
    Lpl Financial Llc
    Dallas, TX
  • 02/2022 → Present
    Advisor Resource Council Llc
    Dallas, TX
  • 11/2021 → Present
    The Colony Wine Bar
    The Colony, TX
Other Businesses

The Colony Wine Bar, 5768 Grandscape Blvd, Suite 145, The Colony, TX 75056, Bartender, 11/01/2021, 15 Hrs, 0 Hrs, Bartending

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-02
  • S65 Uniform Investment Adviser Law Examination
    2021-04-02

View on SEC IAPD

Nearby Firms

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7TH HARVEST INVESTMENTS
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Nearby Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry

Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX

More in Dallas, TX

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