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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2015-02-05 |
Branch Locations
1300 E. 9Th St Ste 10, Edmond, OK 73034 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Edmond | OK | 01/1994 | 08/2020 |
| Advisor Resource Council | Edmond | OK | 01/2014 | Present |
1. 1/13/2012 - JOHN D. MITCHELL & ASSOC.- Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION(S) -TAX SHELL. 2. 7/15/2020 - and One Resource Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/29/2020 - 2 Hours Per Month During Securities Trading - LPL Associates and/or One Resource Group. 3. 11/17/20 - Relational Media LLC - non investment related - started 11/17/20. 50% Owner. Less $1000 per year income. Approximately 10 hours a month, 4 hours during market trading. Creates videos and materials to help train couples on how to talk about their finances. 4. 03/08/2023 - Top Tippers Club - Business Networking Club - non investment related - started 03/08/2023; Member; Approximately 4 hours a month; 0 hours during market trading. Networking group in Oklahoma City. Meet for Breakfast once a week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-31 |
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