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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-18 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Lewisville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 01/2011 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Dallas | TX | 06/2012 | Present |
1. 01/31/2011: RIDGEMARK FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 17300 DALLAS PKWY STE 2065, DALLAS, TX 75248-1139 2. 09/23/2013: 360 WEALTH MANAGEMENT LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 17300 DALLAS PKWY STE 2065, DALLAS, TX 75248-1139 - 70% OF TIME SPENT 3. 02/13/2015: TEMOJO, LLC - NOT INV REL - N/A - INTERNET BUSINESS - START 08/01/2014 - 25 HR/MO NONE DURING SECS TRDG HRS 4. 10/11/2019 - 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. 10/11/2019 - Advisor Resource Council - DBA: (Hybrid) Ridgemark Financial - 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. 10/06/2022 - MetLife - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 10/07/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-13 |
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