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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-01 |
Branch Locations
112 N. Oak Street, Roanoke, TX 76262 • 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 | Southlake | TX | 09/2011 | 09/2016 |
| Homes In Sync | Keller | TX | 09/2010 | Present |
| Lpl Financial Llc | Roanoke | TX | 09/2016 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Roanoke | TX | 09/2016 | Present |
1. 09/30/2016: Homes in Sync Realty Services - Mortgage/Real Estate Services - Investment Related - PO Box 92984 Soutlake, TX 76092 - Start 09/01/2010 - 4 Hr/Mo; 1 Hour(s) During Securities Trading; 2% Time Spent - Real Estate Broker. Real Estate services when securities license is held by LPL. License 0319390. Residential and commercial. 2. 09/30/2016: Benge Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 112 N. Oak St. Roanoke, TX 76262 - Start 09/09/2016 - 40 Hr/Mo; 10 Hour(s) During Securities Trading; 25% Time Spent 3. 8/15/2017: MSLP Holdings, LLC - Investment Related - 112 N. Oak St, Roanoke, TX 76262 - Real Estate Rental - Started 10/01/16 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 10/2/2019 - Advisor Resource Council - DBA: (Hybrid) Benge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - ADMIN. ASST. - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 5. 10/2/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. ASST. - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide administrative support to 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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