Douglas Michael Heagren

Current Employers

Employment History

• 07/2011 → 10/2025
  Lpl Financial Llc
  Dallas, TX
• 09/2014 → Present
  Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
  Dallas, TX

Previous Registrations

• 2011-07-06 → 2025-11-18
  Lpl Financial Llc
  Centennial, CO
  Minnetonka, MN
  Dallas, TX
  Stillwater, MN
• 2005-10-21 → 2011-07-12
  Ameriprise Financial Services, Llc
  Denver, CO
  Denver, CO

Other Businesses

4/20/12: Beacon Summit Wealth Management, LLC - INV REL - Business location: 7701 Lemmon Ave, Ste 260-A226, Dallas TX 75209. 100% owner. Start 4/20/12. ~5 hrs/mo; ~1 during trading. Educational financial consulting and business administration; no specific investment advice. 8/1/16: Prop 3 Partners, LLC - INV REL - Business location: 7701 Lemmon Ave, Ste 260-A226, Dallas TX 75209. 50/50 co-owner and managing member. Start 8/1/16. ~120 hrs/mo; ~20 during trading. Parent entity for affiliated DBAs; operations, administration, and educational financial consulting. No individualized investment recommendations. 11/16/16: Mergent Group (DBA of Prop 3 Partners) - INV REL - Business location: 7701 Lemmon Ave, Ste 260-A226, Dallas TX 75209. 50/50 co-owner through Prop 3. Start 11/16/16. ~30 hrs/mo; ~5 during trading. Branding, operations, and financial educational content; no investment advice. 1/1/20: Advisor Resource Council - INV REL - 8150 N Central Expy, Ste M2020, Dallas TX 75206. Promoter/solicitor only. Start 1/1/20. ~5 hrs/mo; ~1 during trading. Referral activity under solicitor agreement; no advisory or financial planning services conducted under ARC. 6/13/20: Mergent College Advisors (DBA of Prop 3 Partners) - Not Investment Related - Business location: 7701 Lemmon Ave, Ste 260-A226, Dallas TX 75209. 50/50 co-owner through Prop 3. Start 6/13/20. ~10 hrs/mo; ~1 during trading. Educational and college consulting; no securities recommendations. 11/01/2025: Mergent Wealth - INV REL - Texas state-registered RIA. Business location: 7701 Lemmon Ave, Ste 260-A226, Dallas TX 75209. 50/50 co-owner. Start 11/1/25. ~120 hrs/mo; ~120 during trading. Investment advisory services provided only through this RIA per its ADV. 11/01/2025: Simplicity, LLC - Not Investment Related - Insurance agency. (Use official Simplicity HQ address; default:) 11350 Random Hills Rd, Ste 800, Fairfax VA 22030. Start 11/1/25. ~10-20 hrs/mo; ~2 during trading. Independent insurance agent placing fixed insurance products; no securities or advisory activity.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-20

Designations