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John David Mitchell

Advisor Resource Council

Edmond, OK

Dallas, TX

CRD 2446030

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Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisor Resource Council

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2015-02-05
  • OK RA
    APPROVED
    Since 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

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
Lpl Financial Llc Edmond OK 01/1994 08/2020
Advisor Resource Council Edmond OK 01/2014 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-09
S63 Uniform Securities Agent State Law Examination 1994-01-31
  • S65 Uniform Investment Adviser Law Examination
    1996-05-09
  • S63 Uniform Securities Agent State Law Examination
    1994-01-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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