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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 2018-07-26
  • TX RA
    APPROVED
    Since 2018-07-26

Branch Locations

700 N Carroll Ave Ste 120, Southlake, TX 76092 • United States

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • 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
J.P. Morgan Securities Llc Roanoke TX 10/2012 10/2017
Lpl Financial, Llc Southlake TX 10/2017 Present
Level Four Advisory Services Llc Southlake TX 10/2017 09/2018
Advisor Resource Council (Formerly: 360 Wealth Management, Llc) Southlake TX 07/2018 Present
  • 10/2012 → 10/2017
    Roanoke, TX
  • 10/2017 → Present
    Lpl Financial, Llc
    Southlake, TX
  • 10/2017 → 09/2018
    Level Four Advisory Services Llc
    Southlake, TX
  • 07/2018 → Present
    Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
    Southlake, TX
Previous Registrations
  • 2017-11-06 → 2018-09-14
    Southlake, TX
  • 2012-10-01 → 2017-11-09
    Roanoke, TX
    Fort Worth, TX
    Keller, TX
    Watauga, TX
  • 2011-05-24 → 2012-10-01
    Chase Investment Services Corp.
    Keller, TX
    Fort Worth, TX
    Roanoke, TX
  • 2009-12-11 → 2011-04-27
    Midland, TX
    Norman, OK
    St Louis, MO
    Tempe, AZ
Other Businesses

1. 10/27/2017 - LEVEL FOUR INSURANCE SERVICES, LLC - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 10 Hours Per Month/2 Hours During Securities Trading - Time Spent 5%. 2. 10/27/2017 - FOUNDATION WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 10/2/2019 - Advisor Resource Council - DBA: (Hybrid) Foundation Wealth Partners - 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. 4. 10/2/2019 - 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. 05/16/2023 - Travis Floyd Financial, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 12/22/2021 - 50 Hours Per Month/ 50 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-10
  • S66 Uniform Combined State Law Examination
    2009-12-10

View on SEC IAPD

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