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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
Branch Locations
15110 Dallas Pkwy Suite 500, Dallas, TX 75248 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-09 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Royse City, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 12/2014 | 01/2021 |
| Mml Distributors Llc | Rockwall | TX | 12/2014 | 01/2021 |
| Gwfs Equities, Inc. | Irvine | CA | 01/2021 | 02/2021 |
| Advisor Resource Council | Dallas | TX | 03/2021 | Present |
| Lpl Financial Llc | Dallas | TX | 02/2023 | Present |
| Accelerate Investment Advisors Llc | Aliso Viejo | CA | 01/2026 | Present |
1) 2/15/23 - Advisor Resource Council - Inv Rel - At Rep Bus Loc(s) - Registered Investment Advisor Hybrid- Advisor- Started- 2/9/23- 160 Hrs a Mth/8 Hrs During Trading- I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 02/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV.. 2) 6/07/23- Council Family Office- Inv Rel- At Rep Bus Loc(s)- Registered Investment Advisor DBA- IAR- Started 3/1/23- 40 Hrs a Mth/ 40 Hrs During Trading- I provide investment advisory services through Council Family Office, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV.. 3) 11/14/23- Lighthouse Financial- Registered Investment Advisor DBA- IAR- Inv Rel- At Rep Bus Loc(s)- Started 9/1/23- 40 Hrs a Mth/ During Trading- I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV.. 4) 11/14/23- Foundation Wealth Partners- Registered Investment Advisor DBA- IAR- Inv Rel- At Rep Bus Loc(s)- Started 10/1/23- 40 Hrs a Mth/ During Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV.. 5) 4/03/24- Heritage Christian Academy- Varsity Head Coach Baseball- Not Inv Rel- 1408 South Goliad Street, Rockwall, TX 75087 - Private School- 2/15/24- 20 Hrs a week/ 0 Hrs during trading 6) 10/15/24- BiggFinancial LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Rep Bus Loc(s) - Started 10/09/2024 - 40 Hours Per Month/ During Trading 7) 10/22/24- 360 Wealth Planners, LLC. - Registered Investment Advisor DBA - Inv Rel- At Rep Bus Loc(s) - Start Date 09/01/2024 - 5 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 10/2024. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV.. 8) 11/19/24- Bigg Financial LLC- Registered Investment Advisor DBA- IAR- INV REL- At Rep Bus Loc(s)- Start 10/1/24- 40 hrs a mth/ during trading- I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV...
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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