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Ronald Dale Stolman

Advisor Resource Council

Dallas, TX

Heath, TX

CRD 7296475

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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 2020-09-17
  • TX RA
    APPROVED
    Since 2020-09-17

Branch Locations

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

6760 Horizon Rd. Suite 200, Heath, 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
Advisor Resource Council Dallas TX 09/2020 Present
Stolman & Associates, Llc Heath TX 03/2006 Present
Other Businesses

Stolman & Associates, LLC; Office address listed; 2006; Owner, Bookkeeping and Tax; 90%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-14
  • S65 Uniform Investment Adviser Law Examination
    2020-09-14
Other Names
  • Dale Stolman

View on SEC IAPD

Nearby Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
PRIME SENTRY WEALTH MANAGEMENT LLC

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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