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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-17 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
1605 4Th Street, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Duckhorn Portfolio, Inc. | Saint Helena | CA | 08/2010 | 01/2022 |
| Kings Hill Cellars | Santa Rosa | CA | 02/2017 | 02/2025 |
| Lpl Financial | Santa Rosa | CA | 10/2021 | Present |
| Wcg Wealth Advisors, Llc | Santa Rosa | CA | 10/2021 | 04/2024 |
| Advisor Resource Council | Santa Rosa | CA | 04/2024 | Present |
1- 04/01/2025 - Advisor Resource Council - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date: 04/01/2024 - 170 Hrs/Mth - 6 Hrs During Trading. I provide administrative support to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 170 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 | 2022-06-29 |
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