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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-04 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Dallas | TX | 09/2015 | Present |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Dallas | TX | 01/2016 | Present |
1. 9/4/2015 - 360 WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 160 Hours Per Month - Time Spent 100%. 2. 1/3/2020 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2020 - 120 Hours Per Month During Securities Trading. 3. 1/3/2020 - Advisor Resource Council - DBA: (Hybrid) 360 Wealth Planners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/01/2020 - 120 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
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