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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-09 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
13624 Gamma Rd, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Dallas | TX | 05/2010 | 12/2020 |
| Lpl Financial Llc | Dallas | TX | 12/2020 | Present |
| Advisor Resource Council, Llc | Dallas | TX | 12/2020 | Present |
1. 12/9/2020 - 360 WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 12/11/2020 - 360 Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/2020 - 145 Hours Per Month - Time Spent 90%. 3. 12/11/2020 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/2020 - 145 Hours Per Month Time Spent 90% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 145 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. 4. 12/28/2020 - CPFASY INVESTMENTS - Not Investment Related - Home Based - Business Entity For Tax/ Investment Purposes Only - Started 12/05/2020 - 5 Hours Per Month/0 Hours During Securities Trading. 5. 11/27/2024 - Real Estate Rental - Investment Related - Farmers Branch, TX - Start Date 12/16/2024 - 3 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
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