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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-08-02 |
Branch Locations
11872 Hwy 308, Larose, LA 70373 • 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 | Larose | LA | 06/2015 | Present |
| Level Four Advisory Services | Lockport | LA | 06/2015 | 08/2018 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Larose | LA | 08/2018 | Present |
| Lemoine Wealth Management Llc | Larose | LA | 02/2023 | Present |
1.6/30/2015:LEVEL FOUR INSURANCE SERVICES, LLC--Invest.Rel.--AtRept.Bus.Location(s)--NON-VARIABLE INSURANCE--START7/15/2015--10% OF TIME SPENT--INS TYPE: LIFE. 2.6/30/2015:LEMOINE WEALTH MANAGEMENT, LLC--Invest.Rel.--AtRept.Bus.Location(s)-- DBAforLPL Business(EntityForLPL business)--START7/15/2015--Time Spent 70%. 3.6/30/2015:PAYTON'S PLACE, LLC--INV REL--3613 HWY 1, GRAND ISLE, LA--REAL ESTATE RENTAL--START8/1/2012--Time Spent 1%--RENTAL PROPERTY OWNER. 4.6/30/2015:LEMOINE CAPITAL HOLDINGS, LLC--NOT INV REL--3613 HWY 1 GRAND ISLE, LA 70358--PERSONAL LOT--START1/1/1997--OWNER 5.4/5/2019:KENNETH LEMOINE INC.--NotInvest.Rel.--AtRept.Bus.Location(s)--BusinessEntityForTax/InvestmentPurposesOnly--Started12/17/2018--2Hours/Month;0HoursDuringTrading 8.9/23/2019:Riverland Insurance Services, Inc.--Invest.Rel.--AtRept.Bus.Location(s)--Property and Casualty--Agent--Started9/16/2019--20Hours/Month;5HoursDuringTrading. 6.10/11/2019:Advisor Resource Council--Invest.Rel.--AtRept.Bus.Location(s)--RIA/Hybrid--IAR--StartDate:1/1/2020--120Hours/MonthDuringTrading--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 about 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. 7.10/11/2019:Advisor Resource Council--DBA:(Hybrid) Faubourg Private Wealth--Invest.Rel.--AtRept.Bus.Location(s)--RIA/DBA--IAR--StartDate:1/1/2020--120Hours/MonthDuringTrading. 8.1/21/2020:Ken Lemoine & Associates Insurance, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner & Agent - Started 10/01/2019 - 20 Hours Per Month/2 Hours During Securities Trading. 9. 2/1/2023 - Lemoine Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/13/2023 - 40 Hours Per Month/8 Hours During Securities Trading 10. 2/2/2023 - Advisor Resource Council - DBA: Council Family Office - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 02/03/2023 - 8 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Council Family Office, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 8 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. 11. 2/8/2023 - Advisor Resource Council - DBA: LEMOINE WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/11/2023 - 8 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through LEMOINE WEALTH MANAGEMENT LLC, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 8 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-10 |
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