Best Investors
Account
Sign in
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
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 |
|---|---|---|---|---|
| Jb Hunt Transport | Haltom City | TX | 04/2016 | 04/2017 |
| Jb Hunt Transport | Cleburne | TX | 04/2017 | 04/2018 |
| Jb Hunt Transport | Grand Prairie | TX | 02/2018 | 02/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2021 | 04/2022 |
| Northwestern Mutual Investment Services Llc | Addison | TX | 09/2021 | 04/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2022 | 06/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | 06/2026 |
| Lpl Financial Llc | Dallas | TX | 07/2026 | Present |
1.07/24/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 360 Wealth Planners; Investment Related; at Reported Business Location(s); Start Date 07/20/2026; 160hrs/mth; 130hrs during trading 2.08/25/2026; (HYBRID) Advisor Resource Council; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/20/2026; 160hrs/mth; 130hrs during trading; I provide investment advisory services to Advisor Resource Council, an independent investment advisor firm. I started this business activity in 8/2026. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-25 |
Reach out to this advisor