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Current Employers
Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-13
  • TX RA
    APPROVED
    Since 2026-01-13

Branch Locations

Athens, TX • United States

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-06
  • TX RA
    APPROVED
    Since 2025-11-06

Branch Locations

Athens, TX • United States

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

Advisor Resource Council

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-09
  • TX RA
    APPROVED
    Since 2021-03-09

Branch Locations

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

Royse City, TX • 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
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
  • 12/2014 → 01/2021
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 12/2014 → 01/2021
    Mml Distributors Llc
    Rockwall, TX
  • 01/2021 → 02/2021
    Gwfs Equities, Inc.
    Irvine, CA
  • 03/2021 → Present
    Dallas, TX
  • 02/2023 → Present
    Dallas, TX
  • 01/2026 → Present
    Accelerate Investment Advisors Llc
    Aliso Viejo, CA
Other Businesses

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...

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-08
S63 Uniform Securities Agent State Law Examination 1993-11-01
  • S65 Uniform Investment Adviser Law Examination
    2021-03-08
  • S63 Uniform Securities Agent State Law Examination
    1993-11-01
Other Names
  • Joey Biggerstaff

View on SEC IAPD

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