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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-27 |
| TX | RA | APPROVED | 2012-06-18 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Santa Rosa Beach, FL • 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 | Dallas | TX | 06/2009 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Dallas | TX | 06/2012 | Present |
1. 12/05/2014: 360 Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 17300 N. Dallas Pkwy #2065, Dallas TX 75248 - Started 06/02/2011 - 150 Hr/Mo; 150 Hours During Securities Trading 2. 11/30/2015: 360 Wealth Management Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 17300 N Dallas Parkway Suite 2065, Dallas Tx 75248 - Started 11/15/2015 - 5 Hr/Mo; 1 Hour During Securities Trading 3. 08/17/2016: Team 360 Wealth Mgmt - DBA for LPL Business (entity for LPL business) - Investment Related - 17300 North Dallas Parkway #2065, Dallas, TX 75248 - Started 05/09/2016 - 5 Hr/Mo; 5 Hours During Securities Trading. 4. 10/3/2019 - 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. 5. 10/3/2019 - Advisor Resource Council - DBA: (Hybrid) 360 Wealth Management Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 6. 9/11/2020 - Kingsland PM Incorporated - Investment Related - Plano, TX 75093; and Santa Rosa Beach, FL 32459 - Real Estate Rental - Started 03/15/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Buying a rental house for inlaws, will rent it to them. Also bought a FL beach house as a rental property. 7. 02/04/2022 - The Colony Wine Bar - Not Investment Related - 5768 Grandscape Blvd Ste 145, The Colony, TX 75056 - Other-Hospitality/outside employment - Bartender - Start Date: 11/10/2021 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-15 |
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