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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-03-22 |
Branch Locations
715 W Main Street, Jenks, OK 74037 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Army | Ft Campbell | KY | 10/1991 | 10/2020 |
| Regent Financial Services | Tulsa | OK | 03/2017 | 08/2019 |
| Lpl Financial, Llc | Tulsa | OK | 08/2017 | 08/2019 |
| Drawbridge Capital, Llc | Tulsa | OK | 09/2017 | 08/2019 |
| Red River Advisors | Oklahoma City | OK | 08/2019 | 12/2021 |
| Miller Private Wealth Llc | Oklahoma City | OK | 08/2019 | 12/2021 |
| Adaptation Financial Advisors Inc. | Oklahoma City | OK | 12/2021 | 03/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2021 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2021 | 03/2023 |
| Advisor Resource Council Llc | Dallas | TX | 03/2023 | Present |
| Lpl Financial Llc | Jenks | OK | 05/2023 | Present |
1) 05/2023 - Crump Life Insurance Services - Non-Variable Insurance - Inv. Related - Harrisburg, PA - Agent Selling Insurance- Start Date 04/11/2023 - 4hrs/month - 10% time spent 2) 05/2023 - 360 WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 05/25/2023 - 360 WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 04/11/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through 360 WEALTH MANAGEMENT, an independent investment advisor firm. I started this business activity in 04/2023. 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) 05/25/2023 - ADVISOR RESOURCE COUNCIL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 4/11/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 04/2023. 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. 5) 09/03/2024 - RSKRWRD LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Home Based - Start Date 09/01/2024 - 8 hrs/month/ 0 Hours During Trading 6) 11/05/2025 - Front Line Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2025 - 160 hours per month/ during trading 7) 11/11/2025 - Front Line Advisor Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/01/2025 - 160 hours per month/ during trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 11/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
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