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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
Branch Locations
1223 Jackson Ave Suite 203, Oxford, MS 38655 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oxford | MS | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oxford | MS | 11/2016 | 04/2021 |
| Lpl Financial, Llc | Oxford | MS | 04/2021 | Present |
| Advisor Resource Council | Oxford | MS | 04/2021 | Present |
1)2005 - REAL ESTATE RENTAL - ARK PROPERTIES, LLC - 0HRS/MO DURING TRADING - INVESTMENT RELATED - OXFORD, MS 38655 2)2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - ARK CAPITAL, LLC - INVESTMENT RELATED - OXFORD, MS 38655 3)2015 - REAL ESTATE RENTAL - KIMBROS, LLC - 1HR/MO 0HRS DURING TRADING - INVESTMENT RELATED - OXFORD, MS 38655 4) 4/8/2021 - A Roland Trust - Investment Related - PO Box 3007 MERIDIAN, MS 39301 - Act in a Fiduciary Capacity - Trustee - Started 2014 - 1 Hour Per Month - Family trust. 5) 4/14/2021 - ADVISOR RESOURCE COUNCIL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/08/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through ADVISOR RESOURCE COUNCIL, an independent investment advisor firm. I started this business activity in 04/2021. I expect to spend approximately 160 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-10 |
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