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Current Employers
Advisor Resource Council

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-07-18
  • TX RA
    APPROVED
    Since 2012-07-18

Branch Locations

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

Lewisville, TX • 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 Dallas TX 01/2011 Present
Advisor Resource Council (Formerly: 360 Wealth Management, Llc) Dallas TX 06/2012 Present
  • 01/2011 → Present
    Lpl Financial Llc
    Dallas, TX
  • 06/2012 → Present
    Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
    Dallas, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-31
S63 Uniform Securities Agent State Law Examination 1998-03-13
  • S65 Uniform Investment Adviser Law Examination
    2001-07-31
  • S63 Uniform Securities Agent State Law Examination
    1998-03-13

View on SEC IAPD

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