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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2015 | 05/2022 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 07/2025 |
| Lpl Financial Llc | Dallas | TX | 07/2025 | Present |
1) 07/14/2025 - LightForce Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:07/09/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 07/14/2025 - 360 Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:07/09/2025 - 40 Hrs/Mth - 8 Hrs During Trading. 3) 07/14/2025 - T and F Capital LLC - Investment Related - Real Estate Rental - 8025 Strathmill Drive - Start Date:01/01/2024 - 10 Hrs/Mth - 0 Hrs During Trading. 4) 07/24/2025 - 360 Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:07/09/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 5) 07/24/2025 - Advisor Resource Council - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:07/09/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 07/2025. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-26 |
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