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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-12 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Colleyville, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | Colleyville | TX | 07/2004 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Colleyville | TX | 03/2019 | Present |
| Fwpam, L.L.C. (Dba: Wwk Wealth Advisors) | Hurst | TX | 09/2012 | 04/2019 |
1. 10/2/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 07/20/2021 - Ashley Hodge - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/25/2021 - 120 Hours Per Month During Securities Trading - Time Spent 75% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 05/28/2025 - sicem365.com - Not Investment Related - Other - Baylor fan website - NRH, TX- -Start Date: 08/30/2016 - 40 Hrs/Mth - 0 Hrs During Trading. 4. 02/19/2026 - Hodge Financial Advisory - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 170 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-24 |
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